Our fees are based on the actual time involved in meeting with you in person and/or over the phone, researching and analyzing your current situation, and providing specific recommendations and implementation assistance, as needed, at a rate of $180 per hour.

Financial planning fees will be determined on a project basis, depending on your requirements and the complexity of your situation. An estimate is provided after the Get Acquainted Meeting, when your personal needs are fully identified. Fees will not exceed the estimated range without your express approval. Once your financial plan is complete you may choose to implement our recommendations yourself. Alternatively, we can work with you through the implementation phase if you desire. Implementation assistance is not included in our fee estimates, but is charged separately at our hourly rates.

Tax deductibility Section 212 of the Internal Revenue Code allows an itemized deduction for tax and/or investment advice in the miscellaneous section of Schedule A. It is subject to a 2% floor of the adjusted gross income on a personal tax return.