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SERVICES

I offer a range of planning services designed to provide actionable advice and resources needed by clients to answer their questions and move them toward their goals.

 

Financlal planning services are generally offered at a flat rate and may be combined. 

 

Fees are based on a scale that factors in the complexity of the project and your personal circumstances. 

 

For more information or to download a flyer that describes services, please CLICK HERE.

 

FINANCIAL TUNE-UP

For a low, flat fee starting at $1,600, you will get a complete “bumper- to- bumper” review and tune up of your current financial situation, answers to your questions, an un­derstanding of the financial tools you already have and ideas on what your next steps might be.

EVALUATION MEETING

We offer a complimentary initial 45-minute meeting with prospective clients.

 

For those who want the flexibility of more time to evaluate options and have pressing questions, I will meet at one of our office locations or via Zoom for an additional two hours at one flat fee of $360 + room rental charges if applicable.

STRATEGY SESSION

For those seeking immediate answers to their questions or concerns or reviewing investments, I will evaluate your data and provide analysis with a recommended action list in a meeting in your home or my offices for up to 3 hours for a flat fee of $800 for 4 hours.  You may receive limited number and type of reports or notes to support recommended actions.

LIMITED SCOPE PLANS

 For clients who want to focus on two or three key issues, I offer a limited-scope plan beginning at $800 for the first topic area plus $400 for each additional topic area. Annual advisor support is available for $50 per month or $600 per year.

CORE INVESTING

I offer tiered investment management services.

 

For those who are looking for a core allocation of globally diversified and tax-efficient index funds and ETFs, I offer a range of fixed-fee models starting at $35 per month up to $50,000 of invested assets.  There are no separate trading, platform, or custodian fees.

COMPREHENSIVE PLANS

Clients may combine various planning elements into a comprehensive review of three, four or eight key planning topics with appropriate analysis and action checklists. 

 

Services include annual support, help with implementation and tax planning.  Tax preparation services are also available.

Fees are based on the number of topics, complexity, and client net worth or income.

The Financial Wellness Check-Up is available at $,3000 for a full year of planning and support. 

 

The more comprehensive WealthCare Signature Financial Plan starts at $4,500 for a full year of planning and support.

 

Retirement Planning Programs are available starting at $3,600 for a full year of planning and support. 

 

Silver Plan begins at $1,800.

The Gold Plan begins at $2,400. The Platinum Plan begins at $4,000 for those with a net worth above $2 million.

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