Plans & Pricing
Integrity and expertise at a reasonable cost
Essential
Services
-
Establish an ongoing relationship with Mark.
-
1 meeting a year (up to two hours long).
-
Get 2 hours of research and analysis a year.
-
Monthly fee is $50.
-
Additional work or meetings at 10% off the Project Services hourly rate.
This is less than half the cost of the typical rate that firms in Portland charge.
Full
Service
-
Mark will provide support for your retirement, non-retirement, & children's accounts.
-
Get assistance with college planning.
-
Reduce taxes in retirement.
-
Get support for estate planning.
-
Fee starts at $90/mo for singles & $110 for couples.
Typical firms in Portland charge $400 to $500/month for clients with a $500,000 portfolio.
Project
Services
-
Mark can evaluate your financial health and customize a financial plan for you.
-
Save more effectively for retirement, reduce your debts, or reach some other financial goal.
-
These are just a few of the possibilities.
-
$180/hour.
Fees typically start at $250/hour at financial planning firms in Portland.
Essential
Services
-
Establish an ongoing relationship with Mark.
-
1 meeting a year (up to two hours long).
-
Get 2 hours of research and analysis a year.
-
$50/month.
-
Additional work or meetings at 10% off the Project Services hourly rate.
This is less than half the cost of the typical rate that firms in Portland charge.
Full
Service
-
Mark will provide support for your retirement, non-retirement, & children's accounts.
-
Get assistance with college planning.
-
Reduce taxes in retirement.
-
Get support for estate planning.
-
Monthly fee starts at $90 for singles & $110 for couples.
Typical firms in Portland charge $400 to $500/month for clients with a $500,000 portfolio
Project
Services
-
Mark can evaluate your financial health and customize a financial plan for you.
-
Save more effectively for retirement, reduce your debts, or reach some other financial goal.
-
These are just a few of the possibilities.
-
$180/hour.
Fees typically start at $250/hour at financial planning firms in Portland.
The Process:
The first meeting is a $50 consultation where you and Mark will discuss your goals and review the financial information that you provide. Then you will decide if you would like to move forward with one of the options above. If so, the $50 is credited toward your account.
