Tax and Accounting:
Your cost depends on the complexity of your business, your records, and the services you request.  I work with your systems and personnel, "filling in" where you need help.  In addition to my hourly rate, out-of-pocket costs required to complete and deliver your tax returns are added to your invoice (normally $10 - $50, depending on the type of return).

Financial Planning:
There is no set minimum annual fee or retainer, and no obligation to undergo periodic updates.  I am not a broker-dealer, and do not have any arrangements under which I pay or receive commissions or any other payments from a broker-dealer, investment company, or any other person or entity based on actions I recommend and/or you implement.

A typical financial planning consultation requires about 3 hours of meeting time.  However, depending on your specific circumstances and the advice you seek, additional time may be needed for research, follow-up and documentation.  If your finances are complex (e.g.  many and large investments, couples with separate finances, involvement in business activities, thorny personal issues, etc.), your review will most likely require additional time.  Please call to discuss your finances, at which time I can give you a better estimate of the cost.  During our meeting, we will also discuss the level of work you desire (more detailed review of specific areas, whether you want implementation assistance, coordination with other advisers, etc.) and the time involved for the expanded services.