Individuals and Families
Open AllClose All - • Family/Individual Financial Plan
- A look at all aspects of your financial health: cash flow/saving assessment, debt management, investment planning, college planning, income tax planning, real estate assessment including income property, insurance planning, estate planning, & retirement planning Average Fee: $1800 - $2400 covering service for one year
- • Advice on a Specific Topic
- A detailed evaluation and recommendation of a specific question such as inheritance investment advice, or home purchase Typical Fee: $300 - $600
- • "Planning on the Fly"
- "2 hour brain drain" session designed to answer any question(s) on the spot that can be covered in a two hour time period. Typical Fee: $600
- • Investment Planning
- Includes asset allocation, rebalancing, second opinions Typical Fee: $300/hour
- • Insurance Planning
- Complete evaluation of individual/family health, auto, homeowners, personal liability, life, disability and long term care insurance needs Typical Fee: $300/hour
- • Investment Manager Selection Assistance
- Development of an Investment Policy Statement, incorporated into a Request for Proposal sent to 6-12 investment managers based upon the client desired style(s) of management. Includes client education and interviews along with recommendations. Typical Fee: $1,200
- • Estate Planning
- Evaluation of basic estate planning documents: Will, Living Trust, Irrevocable Trust, Living Will, Durable Power of Attorney, Durable Power of Attorney for Healthcare. Typical Fee: $300/hour
- • College Planning
- Extensive calculation and evaluation of amount needed to cover college expenses and methods of funding, including financial aid Typical Fee: $300 - $900
- • Real Estate Planning
- Evaluation of income producing properties, assessment of rent vs. buy scenarios Typical Fee: $300 - $600
- • Investment Implementation Help
- Assistance in implementing investment recommendations, completing required forms, three way calls with broker/dealer or custodian Typical Fee: $75 - $150


