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. Between September 07, 2021 and June 10, 2022, we will also not be able to offer evening appointments.
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. Between September 07, 2021 and June 10, 2022, we will also not be able to offer evening appointments.
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.
|
Credit Education & Questions
FICO Consumer Financial Protection Bureau Budget and Tracking Mint Financial Calculators FINRA ChoosetoSave.org (Retired 2020) Social Security Bankrate |
Debt Management Plan
Powerpay Investment Education SEC Questions Answered on NerdWallet Ask an Advisor (Retired 2017) Other Information News/Resources Foundation for Financial Planning Tips on Setting Financial Goals |