Yes, we do. This is part of being your personal economic advisors. We would like to see all our clients participate in the financial planning process. We can provide planning services on a per hour or flat fee basis. Our fee is based on the estimated number of hours to complete a plan. For most families, the fee for a financial planning engagement will run between $600 to $1200. If a case is more complex or requires additional research, the cost could increase.
