Please note: Upfront financial planning fees range from $1,500 to $3,000 depending on complexity. For most single clients, fees are $1,500 per year while couples' fees are $1,800 per year. If income is over $150,000 per year, fees are about $2,200 annually. Fees are payable 50% upfront and the balance upon plan delivery.
Congratulations on taking the first step toward building a better financial future!