Flat Fee, Fee Only Financial Planning. You know the fees you’re paying, not as a percent, but as a dollar amount. There are no commissions. No kickbacks. True cost transparency.
Our fees are not meant to grow while your assets grow.
We’re getting compensated to do that in the first place.
$350 Hourly Planning – This is for people looking for one-time projects or help. This is typically a one-time retirement plan or a two-hour working 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.