1 Daniel Burnham Court
We know it can be difficult to think about your finances when your head is in the cloud. We're here to help.
Everything from Classic package plus:
Also included in this plan:
Everything from Classic + Lightning packages plus:
For clients that want a comprehensive financial plan, but are not looking for investment management services, we charge planning fees ranging from $3,000 to $10,000 based on your needs. We will also do one-time project work based upon an agreed-upon scope of work. We will make a good faith estimate of the number of hours needed to complete the project. Fees typically start at $3,000 for project-based engagements.
This fee does not include any ongoing advice post-engagement, nor does it include detailed investment portfolio recommendations that would typically qualify as services applicable as wealth management services.