Plans & Pricing

Financial planning with integrity

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 and Boston 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 is $90/mo for singles, $110 for couples, & $140 for retirees.

 

Typical firms in Portland and Boston 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 and Boston.

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 and Boston 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 is $90/mo for singles, $110 for couples, & $140 for retirees.

 

Typical firms in Portland & Boston 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 and Boston.

Contact us:

Scarborough, Maine