Project Based Financial Planning Services

For clients who do not meet the minimum asset level, we offer project based financial planning. The fee for this initial meeting as well as subsequent planning is $200 per hour.  Since it is important to review, implement and monitor your plan, we charge a $3,000 minimum project fee for financial planning services and require annual update meetings be scheduled in advance.

Examples of consulting services include but are not limited to:

  • Estate Planning
  • Stock Option Planning and Analysis
  • Compensation and Benefits Planning
  • Personal Retirement Planning
  • Education Funding
  • Cash Flow Planning
  • Risk Management
  • Retirement Plan Design
  • Small Business Consulting

Please keep in mind that while we maintain lasting relationships with all our clients, our project based clients are responsible for implementing their planning decisions.