The Full Service Package includes email access all year and the full spectrum of planning including retirement, education, estate, asset allocation  and real estate investing for one  low annual fee and reduced hourly rates. All telephone consultations 15 minutes or less are free. This annual fee also includes the retention of all your information and your overall financial planning strategy over time throughout the year and from year to year.

The A La Carte Packages are perfect for those who are not looking to develop an ongoing relationship, but are interested in one time advice for an acute financial planning need. These packages include up to 3 hours of consultation to achieve the specific objective.

The Monthly Subscription Service is ideal for someone on the go, who may occasionally need periodic brief advice throughout the year . This plan includes unlimited phone and email time and 1 in person consultation per year.