Fee-Only, Flat Fee Retainer Services

Fee-Only, Flat Fee Retainer Services

Engage in a long term relationship with structured, value-aligned, competent, conflict-free guidance.


I offer fee-only financial planning on a flat fee retainer basis. I work virtually with clients all over the country. If you are interested in an in person relationship, that may also be an option if you live in West MIchigan, the Grand Rapids, Michigan area, or Rockford, Michigan.

For details related to this specific offering and how it works, what it costs, and more, please reference the firm website.

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