All Services Available Online
Before deciding on fee, we will review Notice of Understanding and Engagement Process…
Based on my 50 years of experience, my fees are reflected in my knowledge, experience and wisdom, not brick and mortar or marketing and advertising expenses.
With attempt to keep fees as low as possible, I am confident that the value I will bring to your situation and the fee I charge, will be more than fair and reasonable.
Understanding you may just need a little information or help in making some decisions, the hourly rate may be the way for you to go. However, if you have multiple issues to address, such as debt reduction, savings, retirement planning, business planning, protection needs, etc., my recommendation would be to go on retainer.
I would welcome you to compare the following schedule with any firm or company that has the same knowledge and experience.
Because no case is the same, the menu of services offered should be affordable to any situation one is needing to address.
So there would be no mis understanding, my minimum fee, to work with anyone,
is $150 per hour with a minimum of 3 hours.
Financial Coaching:
$150 per hour, min. 3hrs
Business Coaching:
$250 per hour, min. 3hrs
Or $2500 yearly retainer
(meet quarterly)
Group Coaching:
$1750 each, min. 5 Attendees
(meet quarterly)
Financial Planning:
Based on Net Worth and issues that need to be addressed with a minimum fee of $1750.
Schedule is available upon request.
( Single Issue):
$250 per hour, min. 3hrs
Additional Charges :
Depending on arrangement, there may be a charge for travel and lodging expense.
However, this would be discussed before any engagement.
All fees are payable in advance
We do accept credit cards.
Cash, check, Pay Pal, or Zelle quick pay from your bank
Also Cash App.
All of my services are available virtually.
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