Financial Planners / Financial Services
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I am the founder and principal advisor dedicated to working with new widows/widowers who are looking to:
• understand & organize their new financial lives;
• evaluate & prioritize financial decisions;
• establish a financial life plan to live forward without fear.
I do not work for an insurance company or investment firm. It’s just me and you. In fact I will put in writing that I am a fiduciary and will put your interests first.
I differentiate my firm vs most others in that I charge on a fixed-fee basis for financial planning.
A one-time financial plan costs $5,900. I do not require you to hire me to manage investments for us to work together.
For ongoing financial planning, fees begin at $8,000 and range upward to a maximum (for most situations) of $20,000. Your net worth is our proxy for complexity so for those with net worth exceeding $6 million your fee may be higher.
Although my physical location is near the beach in Eastern Monmouth county, New Jersey I can work remotely with clients regardless of location.