Financial Planning & Investment Management services for individuals, couples and families. Whether your focus is turning savings into reliable income, growing wealth or protecting it, our job is to help you identify the goals you value most, and present you with a range of possibilities (including before and after comparisons) so you can see which financial decisions most improve your outcome.
With a quality financial plan from The Prudent Planner, you won’t have to wonder if you are doing the right thing, you’ll know.
Financial Planning (click for details) | $999 flat fee comprehensive or $125 per hour
◊ Begin working towards the lifetime goals you value most
◊ Identify tax advantages and hidden savings opportunities
◊ Get step by step recommendations and the help you need to implement them
Investment Management (click for details) | 0.50% – 1% annual fee
◊ Control costs
◊ Avoid costly mistakes