A STRUCTURED FIDUCIARY APPROACH
Expert Advice Without Strings
Michael Anderson, CFP® provides a structured, advice-only fiduciary partnership designed for long-term clarity. All new client relationships begin with a Comprehensive Plan Project ($4,200), establishing a strategic retirement and tax foundation. Once your baseline roadmap is set, subsequent consultations and specialized research are available at an hourly rate of $200. For business owners, we offer bespoke consulting with fees tailored to the unique scope and complexity of each engagement.
The Advice Path
All new clients begin with a Comprehensive Plan Project to establish their financial baseline. Once your roadmap is in place, we provide ongoing expertise through hourly consultations or tailored business engagements.
The First Step
Comprehensive Plan Project
The mandatory entry point for all new clients. A holistic deep-dive analysis resulting in a complete roadmap for your retirement, taxes, and estate protection.
Ongoing Layer
Consultations & Research
Ongoing strategy and research addressing transition milestones. Once your plan is built, this flexible support ensures your guidance is constant and professional.
Tailored Option
Business Consulting
Specialized engagements for business owners. Fees vary based on the scope and unique complexity of your professional needs and succession plans.
Comprehensive Fee
$4,200
Hourly Consulting
$200 / hr
Business Engagement
Tailored Fees
Transparent Fees
Michael Anderson, CFP® follows a primary advice-only model designed for clarity. Every partnership begins with a foundational Comprehensive Plan, followed by continuous hourly guidance or specialized business consulting tailored exactly to your engagement scope.
Comprehensive Plan Project
The mandatory entry point for all new clients. A deep-dive holistic analysis of your entire financial life to build a complete retirement and tax roadmap.
Ongoing & Hourly Consultations
Ongoing fiduciary support, specialized research, and advice-only strategy sessions following your project, billed by the hour to support your evolving needs.
Business Consulting
Advanced strategic engagements addressing the complex needs of founders and owners. Fees are customized based on the specific scope of each engagement.