Pat is a fee-only Financial Planner who does not earn commissions nor sell products. Here is a list of his services and fees.

  1. Comprehensive Financial Planning - Initial fee for creating Comprehensive Financial Plan is $750 (due upfront) plus monthly retainer fee based on Net Worth. For example, if a client has a Net Worth of $500,000, their initial fee would be $750 with a monthly fee of $208. A client worth $1,000,000 would pay an initial fee of $750 with a monthly fee of $417. No long-term contracts (you can cancel anytime with 30 days written notice.) *minimum monthly fee of $150.

  2. Hourly Financial Planning - $200/hour. You pick the area of focus. We will gather the necessary information and get to work for you.

  3. Young Professionals - You pick 3 areas of focus. We will meet once per month for 6 months. The billing for this plan is $0.00 upfront and $200/month for 6-months.

  4. Fixed Fee - Project Based Financial Planning can also be offered on a fixed fee basis. The fixed fee will be agreed upon before the start of any work. The fixed fee can typically range between $499.00 and $2,999.00 depending on the scope of the project.


Trying to stay on top of your Financial Life? Watch this quick video to see how we can help.