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Financial Planning tailored to help you meet your goals
Financial Planning That Fits Your Style
- Transparent pricing.
- Know exactly what it costs for our services.
- No surprises.
- All prices are spelled out and agreed upon by you before you engage our services.
- You have unlimited access to us and our technology – at no additional cost.
- Hiring us for your financial planning & investment needs allows you to focus on your business & family.
How can we do this?
Running a Virtual Financial Advisor practice allows us to reduce our overheads and we pass these efficiencies on to our clients.
Comprehensive Financial Planning
Initial meeting
We offer a free initial Financial Planning meeting so i can get to know you and you can get to know me.
Feel free to ask me whatever questions you want during this meeting to make you feel comfortable with me being your adviser.
We will discuss your goals and the scope of advice we agree you should consider.
I will provide you with an estimate for how much our advice will cost you.
From here you can continue to work with us and have a plan completed or consider alternatives.
Initial Statement of Advice Fee
After the initial meeting we will provide you a quote based on the time and complexity to complete your Financial Planning.
Plans range from $1,650 to $5,500 based on the time it takes and complexity of the advice we are providing.
Ongoing Advice Fee
Based on the advice provided you may choose to have us work as your partner in Financial Planning.
We will provide you with a quote to work with you managing and updating your investments and goal.
Not everyone chooses this option but many people enjoy the peace of mind and security of having a trusted adviser helping them with their ongoing financial well being.