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SERVICES

How We Do It

Talking about your money can be difficult. Choosing a financial professional you are comfortable with is of utmost importance. Start with a brief telephone conversation regarding your basic needs. Schedule an initial consultation, 1 hour @ $100. This in person meeting gives us the chance to talk about your finances in more detail and have your general concerns addressed. The initial consultation allows us both the opportunity to evaluate if working together will be beneficial.

We invoice clients monthly, upon completion of project, or as contracted. We know unexpected bills are stressful so, once we agree to a scope of work and terms, we will request a retainer to begin work or set you up with a consistent billing schedule. All invoices are due upon receipt.

If you must cancel your appointment, please contact our office as soon as possible. Clients will be billed $100 for missed appointments or cancellations with less than 24-hours notice.

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