Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $0
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Buying a Home
- Asset Allocation
- Estate Planning
- Investment Management
- Getting Divorced
- Employee Benefits
- Irregular Income
- Mutual Funds
- Getting Married
- Retirement
- Women's Finances
How Planner Charges
Considerations: 1% on assets up to $500k, .5% on assets up to $2 million, then .25% thereafter. In certain circumstances a retainer may be charged in lieu of AUM. Also provide consulting and comprehensive financial planning for an hourly fee.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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67 Franklin St
PO Box 1093
Ellsworth
ME
04605
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Select
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67 Franklin St
PO Box 1093
Ellsworth
ME
04605
|
|
Select
|
|
67 Franklin St
PO Box 1093
Ellsworth
ME
04605
|
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