Ongoing Proactive Relationship
- Foothills Plan-- Includes financial and tax planning (not including investment advice or tax return preparation) and access to the online interactive planning experience. Yearly retainer paid monthly. $2,400 annually ($200/mo) plus $1,000 up front. Cancel at any time.
- Mountaintop Plan--Includes financial and tax planning and investment advice plus access to online interactive planning experience. For most clients, preparation of Federal and State tax returns is also included at no additional charge. Yearly retainer $3,600 ($300/mo) plus $1,000 up front. Cancel at any time.
Click here for more details on these plans.
Pricing could be adjusted for unusual client situations. Tax returns may cost extra for complex situations.
Specific Questions or Projects
Projects or questions at an hourly rate of $225.
Click here to watch my video warning you about my approach to fees.