How and when do I pay the hourly fees?

All planning clients receive a Financial Planning Agreement after the free initial consultation, outlining the services that we have mutually agreed upon, as well as the fee.  At that time, you can choose whether or not to proceed.  Fixed fees are typically due in full prior to work commencing.  Services on an hourly or estimated fee basis are due partially at the start of the engagement, with any balance due upon presentation.  At this time, we accept checks as payment, but cannot accept debit or credit cards.

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