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How We Charge

All of our clients come to us through high-quality referrals from existing clients or professional contacts. We have a variety of offerings tailored to the variety and complexity of their financial planning needs. Clients have the ability to obtain financial planning through a fee-based "assets under management" model or through an ongoing retainer. Let us know how you came by us, and we would be happy to provide you with a menu of our offerings. The minimum fee for a financial plan is $3,000, and the cost for ongoing financial planning starts at $6,000 per year.