What to Expect

Selecting a suitable financial planning and investment firm is a critical decision that can have a significant impact on you and your family in the years ahead.

At The Center, we have developed guidelines to help ensure that your new client experience flourishes into a life-long relationship between you and your financial planner. We are committed to an on-going, comprehensive relationship with our clients and we understand strong relationships are not built overnight. To ease the "get to know each other" process, we remain flexible in our initial working arrangements.

All newcomers receive a complimentary in-person or phone consultation with a qualified Center planner.  This meeting is our opportunity to learn all about you. Tell us what you would like to accomplish for you and your family. What are your goals and worries? Not sure where to start? Don’t worry. We will help guide you along the way. By the end of the meeting, we usually have a pretty good understanding if we can help.

If you wish to move forward, you and your planner will draft an Initial Plan Agreement that outlines what you should expect to receive from our planning engagement.

Our one-time planning fee ranges from $500 to $3000 (depending on the time and complexities involved in drafting your plan). Our hourly planning fee is $250 per hour.

At delivery, you have the option to implement the planning recommendations with us, on your own, or with another professional.