Flat Fee, Fee Only Financial Planning. You know the exact fee you’ll pay up front. Your fee is a flat-rate dollar amount, not a percentage-based fee. There are no commissions. No kickbacks. True cost transparency.
Our fee stays the same while your assets grow.
Planning to successfully increase your assets is the reason you pay us a fee.
$350 Hourly Planning – This is for people seeking one-time projects or help. This is typically a one-time retirement plan or a two-hour work/planning session.
** Tax Preparation is for 1040 Individual Income Tax Returns, including Schedule A, Schedule B, Schedule D, 1040-ES, and State Tax Form. Completion of Additional Forms and Complexity will be discussed and charged at the $350 hourly planning rate.