We offer several options including a flat fee for developing a comprehensive financial plan, subscription model pricing, hourly, a percentage of the assets that we manage on your behalf or provide oversight for held-away assets, or a combination of these. Our services include one-time projects and ongoing engagements that serve your individual needs.There is no obligation for us to manage your investments. And there are no hidden sales charges. The fees are fully transparent and will be determined after our introductory meeting, of which there is no charge. We charge you on a quarterly basis. Learn more here.