1-On-1 Advisory Sessions with a CFP Professional

Whether you need a 1 hour advisory session, detailed planning & analysis for a specific goal such as retirement, college or a home, or ongoing implementation assistance, we can help. We offer planning & advice for mortgages, budgeting and cash flow issues, 401(k), 403(b) and other retirement programs, life and disability insurance, business launch & exit planning, estate planning and more. Plus we advise on all types of securities, including mutual funds, stocks, stock options, bonds, bank deposits, variable and fixed annuities, limited partnerships and tax shelters. If you would like to learn more, please view our process. We also offer a telephone Q&A with a Certified Financial Planner™ Practitioner and a Complimentary 60 Minute Get Acquainted Session.

4 Phases: You are in complete control of your services and costs.

  1. Advice On A
    Pressing Issue

    Your Financial Questions

    A detailed analysis & statement of advice on a specific topic, such as a Roth IRA conversion, stock options, home purchase, or inheritance.

    Typical Fee: $360/Hour

  2. Transition
    Financial Plans

    Your Financial Health

    A theme driven financial plan tailored to your stage in life such as a career transition, pre-retirement, or the sale of a business. Your plan is individually tailored using comprehensive financial analysis and time-tested financial strategies.

    Typical Fee: $2,160-$3,120

  3. Flat Fee
    Investment Advice

    Your Investment Portfolio

    Flat fee investment advice for do-it-yourself investors who just need a second opinion. A three factor model evaluation & statement of advice on your current 401k, TSP, IRAs, & taxable investment choices. Includes specific investment choices. Implementation assistance available upon request.

    Typical Fee: $480-$1,440

  4. Second Opinion Service


    A live planning session to review the impact of a major financial or investment decision. Annual check-ups and regularly scheduled follow-ups available on an as needed basis.

    Typical Fee: $480-$720