NOTE: We currently have a wait list of over a year and are not accepting any new wait list requests at this time. The information below is only for reference.
Most engagements start with a 60 minute introductory meeting. There is a one-time fee of $360 for an Introductory Meeting. During this meeting we will get to know one another as well as discuss your situation and the scope and timing of desired services. We often provide actionable high-yield financial advice during this meeting. At or after the meeting you can decide if you’d like to proceed with additional financial planning services with no obligation to continue. Our hourly rate for financial planning services (whether performed before or after the introductory meeting) is $360/hour.
Use the contact form below to get in touch with us. We will only use your information to reply to your inquiry, and you will not be placed on any email or other solicitation list.