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Financial Planning

Start Your Financial Plan

For Clients who have successfully saved but are now contemplating future goals, we can craft a Financial Plan tailored to those specific goals, based on your current financial status and risk profile. Within Financial Planning we consult on Investments, Retirement, Tax Planning, Insurance, Education Planning, Debt Management or unique investment opportunities in real assets, all in an effort to accelerate achieving your financial freedom goals. We charge a flat rate ranging from $2,000-$3,000 for Financial Planning services, which will be pre-determined depending on the complexity of the client's portfolio and other variables, payable after receipt of your personalized plan. Our service also includes a six-month review and there is no asset minimum for Financial Planning. Our fee can be negotiable depending on the level of services required by our clients.

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