Planning Your Way

You have questions but you are not sure if you want to work with us.  We offer 2 choices for you to get advice and you chose where you want to go and who you want to work with.

Choice 1:  A $125 hourly rate is used to answer any of your questions within a time frame.  For an effective and efficent meeting a compliementary 15-30 minute phone call is conducted prior to our meeting to gather your questions.

Choice 2:  A flat fee based on (% of ?) for an indepth comperhensive financial plan that includes but limited to (INFO From comprenhensive planning.)