Comprehensive Financial Management – This work is the equivalent of taking a fine tooth comb to your financial affairs. It feels like taking out the magnifying glass to find what more you can do to maximize the positioning of your assets for return and safety of principal, to reduce taxes, to protect against unforeseen risks and events like disability, death, as well as the obvious difficulties of replacing a stream of income, like a salary, or the challenge of managing your cash flow.

Price: $2,500 – $3,000

Modular Financial Planning:

Asset Allocation and Investment Recommendations – a review of your investment portfolio for cost and tax efficiencies, recommendations of changes to balance risk and reward so the portfolio is more in line with your risk tolerance as well as an analysis of the performance of your portfolio, and whether you are sufficiently diversified.

Price: $1,000 - $1,500

Retirement Planning – An analysis to project the growth of your assets and income to determine if you are on track for your retirement goals and recommendations on how to get “on track” if you are not.

Price: $1,000 - $1,500

Single Focus Plans – “What If” scenario analysis for scenarios that you’re considering as they relate to a significant financial decision i.e. buy vs. rent a home, start a new business, etc.

Price: $1,000 - $1,500

Cash Flow Management – Preparation of a “Top Down” and a “Bottom Up” projection of your spending. You provide an item by item spending plan that gives us the “Bottom Up” number; and I compare your amount against you bank account statements and credit cards to confirm the reasonableness of your spending.

Price:  $750 and $150 per hour for follow up appointment

Tax Services - Preparation of individual and sole proprietor's tax returns

Price:  $100 per hour