Our Fees

Initial consultations are free of charge. You can contact me by email or telephone.

Fees are based on a percentage of your financial assets that I manage. These fees would cover the development of our initial plan, on-going investment management, periodic reviews of your financial position, and addressing life's financial issues that might arise.

I do not deal with proprietary financial products and I do not get paid by commission. I offer fee-only financial planning and investment management services.

Our clients

Individuals and Multigenerational Families


Business Owners

Complimentary Review