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How I am compensated: My role is to be your financial guide and diligently pursue your best interests. My fees are primarily asset based so that our interests are naturally aligned. If you do well, I do well. If you experience setbacks, so do I. 

Carefully developing a plan is the basis for financial success and peace of mind. Therefore all engagements start with developing an initial plan specific to your needs in exchange for a flat planning fee.

Focused Consultation

This package is ideal for those seeking an economical way to receive objective advice on a few straightforward issues. After an free initial consultation, I'll provide you with access to the eMoney planning platform where you can privately and securely link your accounts and enter your personal and financial data. I'll also provide you with a questionnaire on your goals, concerns, and priorities to complete before we meet for a two hour planning session. I will first review your responses to ensure that we can have a have a productive working session. We will address as many of your questions as time allows. After the meeting, I will review the topics we discussed and provide you with written recommendations.

Flat Fee of $750 for data gathering and review, two hour planning meeting, follow-up analysis and written recommendations. One year of access to your eMoney personal website is included at no extra charge.


Ongoing advice is asset based. You have the option of selecting financial guidance only, portfolio management only, or integrated Financial Life Management, which is the best value. 




Client Assets Under Management (or Assets Under Advisement for
Financial Guidance Only)

Cost of Financial Life Management
(Discretionary Investment Management & Financial Guidance)

Cost for Discretionary Investment Management Only

Cost for Financial Guidance Only

   $250,000—$1,000,000

1.25%

1.00%

0.50%

$1,000,001—$2,000,000

1.00%

0.85%

0.40%

$2,000,001—$5,000,000

0.85%

0.75%

0.30%