At the beginning of every relationship we provide a financial plan for our clients. This service functions as the starting point for our ongoing portfolio management clients as well as a one-time service for clients whose assets we won’t be managing. Included in the service is a discussion of your most pressing financial concerns usually centered around retirement and college planning. Planning projections, net worth statement and asset allocation comparisons will be provided with a written summary of recommendations. This service costs $1500.00. Ongoing portfolio management clients have planning services included in the asset management fees after the initial payment.