Whether your focus is transforming 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)  | $1,250 flat fee comprehensive or $150 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  

◊  Simplify
◊  Control costs
◊  Avoid costly mistakes