More questions?

What are your fees?

My financial planning services are provided on a fixed price basis, at a rate of $400 for three months of unlimited financial planning guidance and $300 per subsequent three month period. I also offer the option of a single-session consultation for $200.

My Retirement-Readiness and Financial Advisor Assessment each have a fee of $600 and includes three months of financial planning guidance and follow-up.

My Investment Strategy and Eliminate Consumer Debt services each have a fee of $400 and includes three months of follow-up and assistance.

I offer reduced fees for clients experiencing financial distress. Contact me for any questions about my pricing options.

What is your Retirement-Readiness service?

You can learn more about this service here.

The fee is $600 and includes 90 days of follow-up and financial planning.

What is your Investment Strategy service?

You can learn more about this service here.

The fee for this service is $400 and includes 90 days of follow-up and financial planning guidance.

What is your Eliminate Consumer Debt service?

You can learn more about this service here.

The fee for this service is $400 for 90 days of financial planning guidance.

Why are your fees lower than others?

I’m committed to consumers who are not well-served by most traditional financial services firms. I minimize my overhead to provide these services at a lower cost. I also offer all of my services on a fixed price basis so clients are clear on the cost. Most importantly, my mission is to level the playing field between Wall Street firms and Main Street clients so I want to make these services accessible to more people.

Do you really provide a complete satisfaction guarantee?

Yes. If you are unsatisfied with the quality of any of my services, there will be no charge.

Do you offer financial literacy classes to groups?

Yes, I create and present customized workshops and classes on a range of personal finance topics to students, adult education learners, unions, and corporate employee groups. I have delivered workshops to diverse groups who range from Ivy League MBA students to inmates in correctional facilities and many other audiences.

To view upcoming classes, click here.

To learn details about all the classes I offer, click here.

Do you sell financial products or act as a registered investment advisor?

No, I do not. I am not not licensed to sell securities nor registered to be an investment advisor.

I provide financial planning and coaching services, including retirement-readiness analyses and investment reviews. I do recommend various mutual funds and financial firms but I receive no direct nor indirect compensation from any organization.

What do you do with any documents and other personal information that is provided by clients?

Generally, I work with electronic documents. After any client engagement is completed, documents files are deleted. However, I retain any notes I took and a copy of any client deliverables in case of follow-up questions or requests.