ADDITIONAL SERVICES OFFERED
	Financial Planning
	The client receives an outline of the services to be provided within a written contract and is quoted the fees upfront. Fees are determined by the complexity of the situation and the estimate of time we would spend providing the requested services. Fees are generally charged on an hourly basis. The hourly fee is $200. One half of the quoted fee is collected when the contract is signed. The second half of the fee is due upon presentation of the final plan.
	Miscellaneous Financial Consulting
	Various financial planning consultation services may be provided. Fees are generally charged on an hourly basis ($200/hour). The client will be informed of the services to be provided and the estimated total fee at the time one enters into a financial planning agreement. The actual fee may be lower or higher than the estimated amount. Generally a portion of the fee will be collected in advance and the remainder will be due upon completion of the services rendered. Note: Fees paid for certain investment advice may be deductible as a miscellaneous itemized deduction. Contact your tax advisor for specific details.