What are the costs and obligations of meeting with you?

At our initial meeting, we will start out by discovering "What’s important about money to you?" From there, we will discuss your specific financial goals, then we will review where you stand now. At the end of this process (approximately 1 - I l/2 hours depending upon your organization and the complexity of your situation) I will be able to quote you a fee for me to prepare financial planning recommendations for you. There is no cost for our initial meeting, nor is there any obligation for you to hire us.

If you decide to contract our services, you will need to sign a Financial Advisory Agreement, laying out what is expected from you and what is expected from us. Our minimum fee to prepare a financial plan is $750. In addition to a financial plan, this also includes additional consultation as needed for one year.

Characteristics Our Clients Have Shared
In reflecting on our small community of ideal clients it occurs to us that there were many things in common with them before they began working with us. these attributes were not shared by every one of our ideal clients ... just most of them

Creating a great plan without taking action to implement it is like buying an airplane ticket and not taking the trip. Taking action is vital to success. These observations enable me to praise our community of clients for recognizing their financial planning needs and choosing to delegate them to a trusted advisor. In that way, our clients are able to spend more time on their quality of life.

After working with us, I would say that the most common traits of our clients would be that they are financial delegators who are excited about and focused on their futures. They are people who sought out a trusted advisor because they refuse to spend time on less important things at the expense of those things that are most important in life. Competent money management is delegatable and our community of clients "get it".