We encourage all of our clients to begin with a macro goal funding plan: this is what I want, this is what I have, this is what I save.  Will it work?  And if so, how do we need to invest to maximize our probability of success?

• Hourly  – We provide our services on a hourly basis depending on the clients’ needs.  Whether you are building your plan for the first time, getting a periodic checkup, need advice on a specific topic, or want a second opinion, this is a good option.   
• Annual Flat Fee Retainer – Clients who have already had an hourly or Quick Start engagement can choose to continue our relationship with ongoing services.  We provide retainer clients with continuing financial planning, investment management, and advice on a variety of day to day financial issues from buying a home to helping an aging parent.

Financial Planning Fees:

• $250 per hour for Bobbie Munroe / 2 hour minimum
• $95 per hour for firm associates
• Retainer fees start at $2500 per year for single clients and $3000 per year for couples.  These minimum fees are for relatively simple situations only.  Fees will increase depending on the clients’ circumstances, the amount and type of assets being managed, and the desired level of service.