Chartered Financial Consultant

Office Visits


  • Hourly financial and tax consultations: $150 per hour
  • Fee-based investing: generally 1.0% per year based on the amount of money under management and the level of service needed. Minimum account size is $250,000.
  • Commission-based investing: Minimum account size is $100,000.
  • a list of your questions so your time with me will be more efficient
  • a list of some of your short and long term goals. Use a time horizon for each, but do not use dollar amounts. For example, “I’d like to take a trip around the world within the next ten years.”
  • your most recent tax return
  • a summary of your assets and liabilities (what you own and what you owe). This does not have to be precise, so don’t spend too much time on this

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