Michael Lawrence

After the initial 12-month period for comprehensive financial planning, clients can renew for another 12 months to receive plan updates and consulting services. The renewal fees are:

• Less than $250,000 (total net worth and annual income) — $850
• $250,000 to $500,000 — $1,150
• $500,001 to $750,000 — $1,600
• $750,001 to $1,000,000 — $1,800
• $1,000,000+ — Negotiable

Lawrence Financial Services offers comprehensive financial planning services for a fixed fee, which includes consulting services for 12 months. The fees are:

• Less than $250,000 (total net worth and annual income) — $1,700
• $250,000 to $500,000 — $2,300
• $500,001 to $750,000 — $3,200
• $750,001 to $1,000,000 — $3,600
• $1,000,000+ — Negotiable

Lawrence Financial Services also charges $185 per hour for consulting services, with a minimum initial engagement of 3 hours.