Most people need help on how to accumulate, grow, and/or protect their wealth to meet their most important lifestyle goals like saving and planning for retirement, college education funding, making a home purchase, and the financial implications of starting a new family, especially after a divorce. Working with a financial advisor can help in formulating a strategy and designing a plan that can help achieve these goals.

Click here to book a 30-minute consultation session with one of our financial advisors. The fee for this session is $150.

After the consultation, if you choose to work with us to develop a basic or holistic financial plan, this fee will count toward your overall fees.

How much does it cost?
$300 per hour.

How many hours does it take?
You are unique in your needs. We tailor our planning services based on your needs and the time taken to address each element of your financial plan.

We consider various other factors such as taxes, current investments and their allocation, cash flows and liquidity needs, life events, and legal or regulatory factors, to name but a few. At our discovery meeting, we will work out the planning scope required for you to move forward confidently.

We offer either of our two approaches to planning:
Basic Financial Planning
Holistic Financial Planning