Fee Options


Initial (1 hour) consultations are FREE! Clients may retain our firm for professional advice on an hourly basis.

Non-Fee Basis; Product Only For clients who are interested in a specific product. For this type of service, we are compensated through commissions from the product sale. Education and advice is incidental to the product in question. Follow-up meetings are scheduled as needed.

Fee Basis; Comprehensive Analysis-Annual agreement and fee required Fees are calculated based on time and complexity requirements. Fees must be agreed to by both parties and deposit made before work commences.

For clients who want personalized in-depth analysis along with detailed product recommendations. This option provides a detailed, written financial plan including an assessment of current financial position, risk management, investments, retirement, tax/estate planning, accumulation and educational goal analysis. This option often entails an advisory relationship called ‘teaming’. The teaming approach works in conjunction with your other advisors [CPAs, attorneys] to coordinate each specific objective and closely monitor your financial progress. Financial products are recommended as needed. Follow-up meetings are scheduled quarterly, semi-annually, annually or as needed.
 

Many people, especially women, believe that their financial well-being is linked solely to their ability to earn a high income. True financial independence, however, has much more to do with understanding and taking advantage of the finances you have. It's more about setting financial goals and learning to use financial strategies that will help you meet your objectives.

Our goal is to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, we can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation.

The process we follow in completing a total financial strategy consists of:

  1. Gathering and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;
  2. Designing a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future; and
  3. Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track.