Our initial financial planning engagements are provided on a Project basis.  If desired, future on-going services are provided on an Annual Retainer basis.  ________________________________________________________

 

PROJECT RETAINER

 

What Is The Project Retainer?  The Project Retainer is a "stand-alone" review addressing your specific financial concerns.  It may be as simple as a one hour meeting, or more typically results in a comprehensive financial plan presented in two sessions, scheduled approximately one week apart. 

 

We believe in starting our relationship on a project basis for several reasons. First, it allows new clients to use our services on an as-needed basis, if desired.  Second, it allows new clients to evaluate our services prior to establishing a long-term relationship. Third, it allows us to price our services based upon your unique circumstances and desires. Finally, it allows us to begin a potential long-term relationship on the right foot.

 

Who Will Benefit From The Project Retainer?  The project retainer is designed for clients looking for individually tailored financial solutions to their most pressing financial concerns.  Typically the plan emphasizes sophisticated retirement planning, investment consulting, and tax planning advice. It also addresses other areas including estate, pension, insurance, college, and other planning.

 

How Is The Project Fee Calculated?  The project fee is calculated by estimating the total time required to create the plan.  The estimated cost of the plan is provided at the end of our free initial conference.  This cost is capped so that if we spend more time than anticipated, it becomes our responsibility.


 

ANNUAL RETAINER

What is The Annual Retainer? The Annual Retainer is a personal advisory program providing on-going investment, financial, and tax planning services.  The annual retainer is designed to provide our clients with the peace of mind in having a dedicated financial advisor able to coordinate their tax, investment, and financial lives into a single holistic on-going financial independence program.

 

The Annual Retainer includes three scheduled appointments throughout the year.  Appointments will address areas such as investments, tax planning, financial planning, and tax return preparation.  In addition to these scheduled appointments, this open-ended retainer allows clients to call or visit at any time, for any reason, at no additional cost.

By the end of each appointment, you will have learned more about your current situation, what must be done to improve it, have written recommendations, and our on-going assistance with implementation.

Who Will Benefit From The Annual Retainer?  This program is designed for those who want on-going advice, education, and implementation assistance covering all aspects of their financial lives with the goal of establishing a long-term partnership with a trusted advisor. It is through this type of relationship that our clients receive the greatest service and cost benefits.

 

How Is The Annual Retainer Fee Calculated?  The annual retainer fee is determined annually by a formula that considers your income, net worth, and the complexity of your financial situation.

 


 
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