Be Your Own Boss

Our retirement planning services typically include projections of your likelihood of achieving your financial goals, typically focusing on financial independence as the primary objective. For situations where projections show less than the desired results, we may make recommendations, including those that may impact the original projections by adjusting certain variables (e.g., working longer, saving more, spending less, taking more risk with investments).

  • Starting at $900
  • One-Time Fee
  • Financial Goals
  • Retire with Confidence

If you are near retirement or already retired, advice may be given on appropriate distribution strategies to minimize the likelihood of running out of money or having to adversely alter spending during your retirement years.

With one-time financial planning projects such as this one, implementation is up to you. Alternatively, we are happy to help implement your plan with our Ongoing Financial Planning service.

Fees

Project-Based financial planning will generally be offered on a fixed fee basis. The fixed fee will be agreed upon before the start of any work. The fixed fee can range between $900 and $4000 depending on complexity and scope of the project.

If a fixed fee program is chosen, the fee will be due at completion of work. Since project based fees are paid in arrears, no refund will be due upon termination of the agreement.

If you are looking for continual financial planning guidance, consider our Ongoing Financial Planning service.

Get Started Today

We are here to help. Schedule a free consultation to see which service will fit your circumstances the best. We look forward to serving you, and should you have any questions about this or anything else, please feel free to reach out at any time.

And if you’re looking to get started right now, try out our free financial planning kit. Gain total control of your money starting today.


Do your finances and investments need a check-up?

Not sure how to begin? No problem. Schedule a free, no obligation 60-Minute Quick Start consultation with me, and we’ll go from there.