The Doyle Group (TDG) provides financial consulting and planning services to help clients manage their finances and life transitions. TDG helps clients simplify finances, create a holistic view of assets, prioritize goals, understand investments, analyze spending, and organize financial documents. TDG also incorporates financial therapy to help clients understand their relationship with money and overcome obstacles to changing financial behaviors. TDG does not manage client assets.
Fee Structure
TDG offers financial consulting and planning services on an ongoing engagement basis. TDG will monitor the plan, recommend changes, and ensure the plan is up-to-date as the client's situation evolves. Clients are responsible for implementing the plan outcomes.
TDG offers financial consulting and planning services on an hourly basis at a rate of $250 per hour. More narrowly focused engagements are also available for clients looking to address specific questions or issues.