Fee Based Planning

Fee Based Financial Planning

For comprehensive financial planning services, a flat fee is charged depending on the scope of work involved for your personal situation. This fee is determined after a complimentary 60 minute consultaion so that the nature of the work that you are requesting is understood.  

 InvestSome questions explored would include: Are my investments allocated to meet my risk profile?  Are my investments tax efficient under the new tax laws?   I am recently widowed, what should I do now?   Do I have enough money to fund my lifestyle in retirement?   If I die early will my family be provided for?   I received an inheritance, what should I do?  How do I ensure that my partner will be provided for if I die?  What do I do now that I won the LOTTERY?  When should I begin taking social security benefits?