Do you provide planning services without investing?

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.