Contact Information
About Me
I started my financial planning practice in 2004. Given that as an advice-only planner I have no control over the client's implementation of my recomemndations, I make sure that I explain, in detail, the reasoning behind my advice. My ideal client is anyone who is serious about taking control of their financial affairs and is not afraid of or embarassed by asking questions that may be relevant to their decision-making process.
$125
Hourly:
$250/hr
*Fees are subject to change. Contact this advisor for their most up to date fees.
FIRE
Business Owners
High Earners ($250k - $500k)
Pre-Retirees
Retirees
Investments
Retirement
Tax Strategies
Budgeting
Estate Planning
* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.