What is a fee-only plan?
Fee-Only plans provide you with advice-only on your financial situation,and the only compensation I receive is directly from you, the client. There is no intent to offer you a product such as Mutual funds or Insurance. You are able to keep your assets with your current provider.
Individual or Family plan $1,399
Plan for an Incorporated individual or more complex circumstances $1,999
What is included?
- Cash flow management
- Sources of Income Projections
- Risk mitigation
- Net worth projections
- Tax planning
- Estate planning
- Maximum 3 scenarios
- Typically 2-3 meetings to clarify and prioritize your goals and values, collect data, and review recommendations and accountability for implementation.
- Annual 30-minute virtual review
Schedule an appointment