Each client is welcome to an introductory meeting to help determine suitability for free. This meeting can take up to 90 minutes to discuss your goals as well as my management and guidance style. It will help determine if we will work well together. We will discuss where you will fall in the fee schedule below and an estimated total time/cost for our work together.
Each project will have it's own fee based on how much time I estimate will be necessary to complete. I will provide you a fee estimate that we will agree upon before any work is started.
Once your initial financial plan is set we can discuss ongoing management/guidance costs on a yearly basis. Some years you may need no further advice while some years you may want to ask for advice as new situations come into your life.