We offer a comprehensive service that combines financial planning with DIY investing support. We call it the Do-It-Yourself (DIY) Investing Service. For a one-time flat fee of $3,300, we will write you a personalized financial plan and help guide you in becoming an effective DIY investor. Visit our DIY Investing Service section to learn more.
We also offer a Financial Review Service. We charge a one-time flat fee of $1,700. Learn more here.