WHO WE SERVE

our packages

Open Retainer

An open retainer is the most comprehensive package we offer. In this package we evaluate all aspects of your financial situation and develop a customized plan to help you achieve your goals. It’s a long-term relationship designed to walk you step-by-step through every aspect of your financial plan. This package is a fixed fee and there are no hidden costs or commissions.

Project Retainer

A project retainer is a one-time evaluation of your financial situation. It is meant to be used as a reality check to help you gauge whether you're ahead or behind in your financial life cycle. This package is a fixed-fee with no hidden costs or commissions.