Clients are billed at a rate of $300 per hour. Fees for financial and investment advice are based on actual time spent during meetings either in person or over the phone, researching and analyzing your situation, and creating a comprehensive recommendation. It can include implementation if desired. We estimate a project fee in advance based on work required. Clients receive objective advice that fits their situation.
Payment is due upon completion of the work for a single meeting; Otherwise ½ of the estimated fee is due up front, with the balance due upon completion of the project. There is no billing.
What Services Are Offered?
Full Comprehensive Financial Plan (Estimated 14-22 hours)
Investment Portfolio Review and Design (Est. 10-16 hours)
Retirement Projection (Est. 10-16 hours
Annual Re-Balance (Est. 4-8 hours)
Hourly Advice (2 hour minimum)
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Irene J. Dabanian, Principal, IJD Evergreen Financial Services or her editorial staff. Material presented is believed to be from reliable sources and we make no representations as to its’ accuracy or completeness. All information and ideas should be discussed in detail with your individual Advisor prior to implementation. Fee-only financial planning and investment advisory services are offered through IJD Evergreen Financial Services, a Registered Investment Advisor in the State of Washington.
This website on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of Washington or where otherwise legally permitted. We are legally empowered to provide investment advisory services to residents of Washington and certain other states.
The information on this website is advertising material and is for general information purposes only.