Broker Check

Do You Need a Financial Advisor?

That’s a tough question because like any other decision, it depends!

  • Do you have the knowledge, tools, and the time to put together a financial plan?
  • Do you have the knowledge, tools, and the time to implement your plan?
  • Do you have the discipline to monitor your progress and make any changes to keep you on track?

If you are three for three in answering “yes” to the questions above, then you may not need to engage the services of a professional Financial Planner. 

If you aren’t sure of your answers, or even what all of the above would entail, please give us a call and come in for a conversation. We can help you determine whether working with a Financial Planner is right for you. This meeting will be without cost or obligation. Over the course of an hour we'll talk about where you are and where you want to be. We'll document the conversation and send a letter with our recommendation of what to do next which might include a formal financial plan.

If we mutually agree that a formal financial plan makes sense, here are the fixed fees:

  • $2,750 if you are single
  • $3,750 if you are married or in a committed relationship
  • $5,750 if you own a private business

These fees include the planning meetings and the presentation of the formal plan. After the plan is delivered, also included are three more meetings three months apart. Phone consultations are included at no extra fee. (Give us a call and we'll give you all of the details!)

Have a Question?

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