Our Fees: Transparent and Tailored to You

"It's unwise to pay too much but worse to pay too little. When you pay too much, you lose a little money — that is all. When you pay too little, you sometimes lose everything because the thing you bought was incapable of doing the thing it was bought to do. The common law of business balance prohibits paying a little and getting a lot — it can't be done. If you deal with the lowest bidder, it is well to add something for the risk you run, and if you do that, you will have enough to pay for something better." — John Ruskin

At Finances for Life, we believe in clear, fair, and transparent pricing that aligns with your unique financial journey. As a fee-only fiduciary, we prioritize your interests with no hidden costs or commissions.

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Curious about working with us? Schedule a free, no-obligation 30-minute exploratory meeting. This virtual face-to-face session helps us understand your goals and assess how we can partner to achieve them.

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Our Fee Structure

We customize our fees to fit your needs, ensuring flexibility and clarity. Our pricing is:

  • Straightforward and Transparent: No hidden fees or surprises.
  • Flexible: Based on your specific goals, the scope of our engagement, and the services you require.
  • Client-Centered: Choose from hourly rates, flat fees, or ongoing flat-rate plans tailored to your financial needs.

AdviceDirect Plan Pricing

Why Choose Our Fee-Only Approach?

Our fee-only model ensures unbiased advice, aligning with our fiduciary duty to act in your best interest. Whether you're planning for retirement, building wealth, or navigating life transitions, our pricing reflects the value of personalized, expert guidance.

Ready to take the next step? Contact us today to discuss how we can help you achieve financial clarity and confidence.