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
◊ Control costs
◊ Avoid costly mistakes