My Services and Fee Schedule

Project-based Problem-Solving

Cost: $120/hour;
2.5-hour minimum

  • Asset Allocation for Tax Efficiency
  • Cash-Flow / Budgeting Strategies
  • Tax Minimization Advice
  • Sorting through your various accounts
  • Student Loan Repayment
  • General Financial Advice

Recommended Financial Life Plan!

Cost: 1% of Annual Gross Income

+ 0.35% of Investable Assets

  • Goal-setting, Risk evaluation, and Portfolio Development and Management
  • Cash-Flow Management / Budgeting
  • Investment Management
  • Tax minimization
  • Retirement Planning:
  • Scenario modeling, forecasting, and Monte Carlo analysis
  • Debt Management
  • Education planning
  • Estate Planning / Creating a Legacy
  • Insurance guidance
  • Disbursement strategies
  • Social Security planning
  • How much can you spend?

On-Going Advice, Coaching, and Bi-Annual Review

Cost: $300 to $1,200/qtr. (based on complexity)

  • On-Demand Advice in all areas of your Financial Life Plan
  • 1-on-1 Review and Action Item meetings at least twice / year
  • Action Item Accountability
  • Income Tax Preparation (depending on complexity)
  • Financial Education articles regularly (if desired).

Asset Management Cost

  • 0.75% of Assets under Management up to $500k annually
  • 0.50% of Assets under Management (above the initial $500k) annually