ONGOING FINANCIAL PLANNING
Typically, a relationship with a client starts with an initial financial plan. Depending on the complexity of your financial situation, this should take 10-20 hours. You will be provided with a firm quote for this service following our initial meeting. 50% of the fee is due upfront with the remaining 50% collected upon delivery of the initial plan.
After the initial plan is presented, you determine if you would like us to dive deeper into any areas or assist with implementation. You also determine the frequency for ongoing reviews of the financial plan. For some clients a quick annual review may be sufficient. Clients with additional complexity or those we are assisting with investments may prefer quarterly or semi-annual reviews. Our services are completely customizable, and we want to be your trusted advisor for life. All work performed following the presentation of the initial plan will be billed at the hourly rate.
PROJECT BASED WORK
For those seeking to address a specific item with a limited scope, we offer project-based work. Requests for this type of work will be accepted based on available capacity and our ability to provide advice without a financial plan in place. Oftentimes, this may be based on a life event like an inheritance, starting a business, job loss, etc.