Our Services

Individual Counseling/Financial Planning

Services vary depending on your needs, but they can include anything from increasing your financial literacy to creating a comprehensive financial plan. This may be a one-time or ongoing engagement.

I do not manage assets. My practice is designed to provide advice, education, and recommendations. This helps you become more independent, which helps keep your costs down.

Group Training/Seminars

We can provide financial education to your department or organization. The length of training and the topics covered can be customized to meet your needs. Training can be in person or virtual. Group training is educational in nature and is meant to help your employees build good financial habits and/or prompt them to begin working with a financial professional for a more personal experience.

Fee-Only Compensation

There are several different types of compensation for financial planners. I have a fee-only structure, which means that I am compensated strictly by clients. I do not earn any commissions, referral fees, or any other compensation from outside companies to recommend products or services. This means that the only incentive I have is to do what is in your best interest. I also don't take a portion of the assets in your portfolio nor do I get paid more if your investments do well. I want to help you get rich, not get rich off you.

Rates

There are three different fee structures based on your needs:

• Hourly rates (currently $100 per hour): You only pay for the time you use with no commitment or minimum.

• Fixed fee: Under this option, you pay a flat amount for a project. The cost of the project is dependent on the complexity of the work along with the amount of time it is estimated to complete.

• Retainer: You pay an annual retainer, which gives you unlimited access to our services. The retainer cost is dependent on your anticipated needs for the year.