How do you charge for financial planning and investment management?

I offer flexible pricing based on how you want to work together and the complexity of your planning needs. My fees may be structured as:

• Assets Under Management (AUM) fee for ongoing investment management
• Flat fee financial planning for structured planning work
• Hourly financial planning for focused, specific needs

We’ll review the fee structure clearly upfront so you know exactly what you’re paying for and what services are included.