Fee Only Billing & Client Engagement Process

Fee-Only Financial Planning & Money Management

Other than workshops and seminars, I bill hourly an hourly fee of $150 for all financial planning and money management services.  Client benefits are as follows

  • It assures the client of an unbiased opinion.  I do not manage money or sell products of any kind.  
  • As a Registered Investment, I have a fiduciary responsibility to all clients.
  • I do not receive compensation in any form from a third party.
  • I provide an estimate of the maximum hourly fee in advance.  The actual fee may be less, but will not be more.  Clients know in advance the maximum fee. 
  • Clients can be assured that information, analysis, and recommendations are based on over 40 years of experience in the financial service plus credentials.  
    • Note:  I am a Certified Financial Planner®.  I also have a Master's in Financial Planning.   CFP® requires on-going continuing education.  I personally believe having a CFP® designation is the highest quality certification for being a financial planner.  For more information, please check the CFP® Let's Make A Plan website.  

Client Engagement Process

  • To schedule a meeting please contact me today.
  • I will then contact you to set up a time to visit on the phone regarding your concerns, goals, and objectives.  
  • After this conversation, I will send you an estimate of total hours, client forms and information request forms. 
  • Upon receipt of the above-mentioned forms, we will set up a meeting either in person or via phone, Face-time or Skype.  
    • For in-person meetings, I have residences in Big Sky, MT which is near Bozeman and Oro Valley, AZ which is part of Tucson.  I also regularly in Portland, OR and Minneapolis-St. Paul, MN. 

To review the Firm Brochure, please click here.