FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Hourly planning is $200 per hour, while retainer starts at 1% for the first $500,000 in managed assets. The minimum cost for a financial plan is $1800, and the minimum retainer fee is $5,000 per year.
- What is your typical process for working with a new customer?
We begin with an introductory call, and for more complex planning situations, we will often have a face-to-face meeting as well. Once we've gathered enough information on the engagement and have answered the client's questions, we'll put together an engagement letter outlining the scope of the work and the cost.
- What education and/or training do you have that relates to your work?
I am a Certified Financial Planner and a Chartered Financial Analyst.