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Life Goals Tracking and Investment Management
The firm’s Life Goals Tracking and Investment Management fee (which includes the cost of a Life Goals Plan) is an annual fee based on a percentage of the value of the funds we manage for you. A one-time setup charge may apply.
Life Goals Planning
The fee for a Life Goals Plan is based on development time and billed at an hourly rate of $250. The number of hours can vary and depends on the complexity of our client’s personal financial situation.
General consulting is billed at an hourly rate of $250.
The firm’s form ADV Part 2A is available upon request for more detailed information regarding our fees.
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