CHOOSE YOUR PATH...FIND YOUR WAY.
Implementing Our Plan
Developing a good financial plan is only the first step toward reaching the goals and objectives you have for you and your family. Implementing the plan and monitoring it over time is what turns
planning into reality.
Our business model provides a wide range of options for us to help you put this plan into action… from having no direct involvement, to providing some assistance as needed, to actually implementing the plan, to implementing the plan and managing your investments. We can work with you to determine what level of involvement you are most comfortable with and this arrangement can change over time if needed.
The cost for our service will be provided during our initial meeting… our hourly fee is $150 and each plan is quoted on a per-project basis. Charges for the various levels of implementation and on-going management support will also be discussed at this point… and, as with the fees for the plan itself, these will be determined on a per-project basis.
For those clients wishing us to actively manage their investments our annual fees are:
As fee-only financial planners, we do not sell products… we will make recommendations on tailored solutions that are unique to your circumstances and then assist you to implement them… to the extent that you wish. Our goal is to help you reach your financial goals and objectives in the most cost-effective manner possible.