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Burgdorf and Associates Planning Consulting Fees

The initial appointment is without any charge. After meeting with Mark, he and his team will have a good idea of what the next steps should be and will formulate a plan of action with your input.

If a comprehensive plan is warranted, our normal hourly fee is $150 but is capped at $900 for the initial plan. The plan will have very clear action steps to follow that may involve areas of: budgeting and cash flow management, tax planning, estate planning, retirement planning/projections, insurance analysis, investment recommendations, and college savings plans.

If investment services are necessary, Mark will disclose any additional fees at that time.