Comprehensive financial planning involves working with us over an extended period of time. The cost for this service is $1500, and is effective for the first year of the contract, only. 

General financial plans range from $400 to $900, depending on complexity. 

Investment management services range from .20% to .50% (20 basis points to 50 basis points) annually of the assets under management. This is billed quarterly, and takes effect at the start of the second year of the contract.

Financial workshops costs $50 for individuals, and $30 per person for groups of four or more.