FREQUENTLY ASKED QUESTIONS
1. What is your fee structure?
Our fee structure can be found on our CLIENT page or Form ADV Part II brochure. The initial complimentary consultation is free and without obligation. The Hourly As-Needed Consultation is $220 per hour. The Holistic Financial Planning is from $720 with a typical range between $1000 and $4500 and paid in 6 installments. Current promotions and discounts are announced on our NEWS page.
2. How do I schedule an appointment?
You can schedule an appointment most conveniently by visiting our SERVICES page. If there is an urgent need (within 7 days) or you can't find an availability that works for you, please write to us with your desired date/time via our CONTACT FORM, and we will do our best to accommodate you.
3. Are you available during evenings and weekends?
Beginning June 01, 2019, we will not be able to offer weekend appointments except for existing clients, who are completing their initial financial plans. We do reserve several early evenings every month to accommodate our clients.
Our fee structure can be found on our CLIENT page or Form ADV Part II brochure. The initial complimentary consultation is free and without obligation. The Hourly As-Needed Consultation is $220 per hour. The Holistic Financial Planning is from $720 with a typical range between $1000 and $4500 and paid in 6 installments. Current promotions and discounts are announced on our NEWS page.
2. How do I schedule an appointment?
You can schedule an appointment most conveniently by visiting our SERVICES page. If there is an urgent need (within 7 days) or you can't find an availability that works for you, please write to us with your desired date/time via our CONTACT FORM, and we will do our best to accommodate you.
3. Are you available during evenings and weekends?
Beginning June 01, 2019, we will not be able to offer weekend appointments except for existing clients, who are completing their initial financial plans. We do reserve several early evenings every month to accommodate our clients.
RESOURCES FOR DIY CONSUMERS
IMPORTANT NOTICE: Please note that external resources provided here are for informational purposes and shall not be considered as endorsements or advice from our firm.
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