Engagement Options

As a fee-only advisory service there are never any commissions received from a client’s purchase or sale of products or services, nor are any client referral fees paid or received. The only income from financial advising is from planning or retainer fees received from our clients. Some clients are best served by a limited engagement without the need for regular interactions. Other clients are interested in a more in depth relationship that spans years if not decades. A quick phone call can help determine which path would be appropriate for your needs. You can always revise your relationship as your needs change.

  • Limited Engagement Financial Planning
    • Single Session - Single Topic
    • Multi-Topic Engagement
    • Women’s Financial Transitions (Divorce or Death of a Spouse)
  • Long-Term Engagement Options
    • Young Professionals
    • Traditional