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 starts at $45/month.
-
Additional work or additional meetings at $100/hour.
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.
-
Add support for college planning.
-
Add support for tax planning for retirees.
-
Add assistance with estate planning.
-
Monthly fee starts at $100/month.
The typical firm in Portland charges $500/month for a client 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 or college, 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.
-
$45/month.
-
Additional work or additional meetings at $100/hour.
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.
-
Add support for college planning.
-
Add support for tax planning for retirees.
-
Add assistance with estate planning.
-
Monthly fee starts at $100/month.
The typical firm in Portland charges $500/month for a client 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 or college, 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 free consultation where you and Mark will discuss your goals & concerns 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.
