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In a world where you have millions of choices, we prefer to be transparent and up-front about our fees and our value. It doesn't need to be confusing or complicated, and it's our goal to make you confident & comfortable.

​Your initial consultation is free

of charge.



A flat project fee is quoted for your financial plan at the end of your consultation- price dependent upon level of sophistication required.


Our Ongoing Planning Services are generally paid for via an asset-based fee, deducted quarterly from your account. We will provide this fee schedule at your initial consultation along with additional information about our firm.


If a commission based product (insurance as an example) is used, we discuss this in advance, and it is excluded from the asset based fee.

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