We're Happy To Serve You

We provide: prayerful guidance and consideration, fiduciary level service (clients' best interest only), spending and cashflow planning, balance sheet and statement of financial position, liquidity and cash management, goal setting and accountability (debt reduction, retirement, education, major purchase), investment advice, trading and asset management, insurance review and planning (life, disability, long-term care, annuities), tax return review and CPA coordination, estate planning review with Attorney coordination.

We charge: a flat fee for all services you need, based upon the complexity of your needs, unless otherwise agreed.

We usually begin with determining if you need assistance with a one-time, stand alone project, or an ongoing engagement relationship. Stand alone projects are paid for up front, prior to starting the engagement. Ongoing engagements are charged with a portion of front, and quarterly ongoing fees.

Actual fees vary based upon complexity of needs and length of engagement, however our minimum ongoing engagement begins with a $1,500 up-front retainer and $875 per quarter, unless otherwise agreed.

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