Our financial planning fees are determined by the project needed. We generally work on an annual retainer basis with a fee determined by income, assets, and complexity of the work. There are some instances where we work for clients by the project or on an hourly basis. Before commencing an hourly engagement, we will quote a fee range based upon the estimated time needed to complete the project. For all engagements, the specifics of the fee arrangement are quoted before the engagement begins and articulated in a written engagement agreement with you.
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