Our Services

Everyone's financial situation is unique.  I believe everyone has the capacity to manage their own finances if everyday financial planning issues are explained to them in ways they can understand. I am a fee-only financial planner. I am not selling any products - you just pay me for my time.

All new clients pay $125 per hour. That’s it. There are no other hidden fees or charges. Your total invoice will depend on the compexity of your situation. I am a fidicuiary, which means I am legally required to act in your best interests.

After your free initial consultation, I will send you a financial planning contract. Only after it is signed will I begin to bill for my time. The client decides the scope of our relationship. Some clients just want to talk to me for an hour or two when something comes up. Others like more frequent sessions - for example, an annual review. It is the responsibility of the client to implement the plan, but I can help you along the way.

Just click on Contact Us to schedule your free initial consultation.