Services and scope
Choose the work you want to discuss. Availability, deliverables, fees and limits are agreed before work begins.
Planning conversation
Organize your questions, goals and decisions before agreeing on services.
Offer name: Planning conversation · Fee: $150
Ask about planning conversationRetirement planning discussion
Discuss your time horizon, resources and assumptions.
Offer name: Retirement planning session · Fee: $250
Ask about retirement planning discussionInvestment review discussion
Ask about risk, costs and how recommendations are developed.
Offer name: Investment review · Fee: $225
Ask about investment review discussionOngoing planning review
Confirm the review schedule and services included in the relationship.
Offer name: Ongoing planning review · Fee: $175
Ask about ongoing planning reviewFees, risks and the relationship
Ask how the business is paid, what conflicts may exist and which services are included. Investments involve risk, including the possible loss of principal. No return or performance is promised.
Sample financial planner · Sample registration statement; no active registration or investment claim · Sample license or permit no. 000000; no active credential claimed · Investments involve risk, including the possible loss of principal.