Fees
The fees are negotiable.
The final fee schedule will be included in your agreement.
For more information, see ADV Part 2A.
Personal Finance Course
$299
Upfront Payment
Group Discounts Available
2 people – $269 each
3 to 5 people – $239 each
6 to 9 people – $199 each
10 or more – Negotiable
Financial Coaching
$594
Billed as six monthly payments of $99
Student Discount
$234
Billed as six monthly payments of $39
Comprehensive Financial Planning
$899 to $3,299
Negotiable
Billed as twelve monthly payments
Client can elect to pay an upfront fee up to $499 to reduce the monthly payment.
Payment of an upfront fee does not result in savings.