Our Fees

Our hourly rates for financial planning $250 per hour. Fixed, non-hourly fees are available for certain financial planning engagement (workplace presentations and annual retainer arrangements, for example) and will depend on your desired services. We offer a discounted rate of $150 per hour to those with a net worth and yearly income each below $75,000.

Tax-preparation fees vary based on the complexity of your situation. Please contact us for more information regarding our tax preparation services.