Initial Meeting Compensation & Fees

Our initial one-hour meeting is offered at no charge or obligation. During this hour, I will ask you about your financial goals and resources and then describe how we might be of help to you. We can then decide whether to continue with a financial planning and investment relationship.

If you feel we can be of service, we will quote you a fee in advance for the planning report most appropriate for you. The fee includes:

  • Research and analysis
  • Report preparation
  • A meeting with you to review the report and its recommendations