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Free
30-minute confidential consultation
By phone, video, or at the office.
Fees
Clear fees, before the work begins.
We are fee-only. Our clients are the only people who pay us, and the scope is clear before we start.
During your divorce
$275 an hour
$2,500 retainer
Most settlement analyses take 12 to 20 hours. We send you the hours each month.
After the divorce
$2,600
Written plan
One clear plan for retirement age, Social Security, college, and spending.
Optional ongoing planning and investment management
Support that can continue after the plan is in place.
0.80% / 0.50%0.80% a year on the first $1 million and 0.50% above that, billed quarterly.
Fee-only means exactly that
Our clients are the only people who pay us.
We take no commissions or referral fees, and we do not sell insurance or annuities.
A private first conversation