Stuart Heckman, CFP, PhD
We'll start by learning about you and the goals that are most important to you. We'll collaborate with you to create a plan to align your finances with your goals to help you enjoy life on your terms.
We offer ongoing financial planning services. Our typical cost ranges from $100-$300 a month. We also offer fixed-fee and hourly-based project services that are based on the estimated amount of time dedicated to your project and the scope of your project. The typical cost of our fixed-fee and hourly-based project services ranges from $800 to $2,400.
Our financial planning services include specific investment recommendations that you can implement. We also offer ongoing investment management services for clients who wish to delegate the management of their portfolio to us. Investment Management
We'll develop a personalized investment plan for you and then handle the day-to-day management of your portfolio.
We offer ongoing investment management services. Our typical cost is 0.50% of the value of your portfolio. For example, the cost for a household portfolio of $500,000 would be $2,500 a year. The cost for investment management services are in addition to the costs of our financial planning services.