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Engagement Standards

Clarity in what you can expect from us and what we in turn expect from our clients allows us to build strong trusting relationships. We ask that you read our Engagement Standards which describe how we provide our advisory services to you and what we need from you for us to do our best work in an enjoyable and collaborative manner. 

Please note that our fees for a financial consulting project start at $2500 and range up to $9900. For ongoing advisory services, fees take into account a variety of important factors and typically start at $550/month for advice only and $1000/month if we are managing your investments at Charles Schwab. Once we get to know you and the level of services you want, we'll quote you a flat fee for your engagement.

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