You can expect the first time we meet to focus on questions like:

What do you wish you spent more time doing?

What does your ideal life look like in 5 years?  10 years?

How would you like people to remember you once you pass away?

What joyful childhood memory do you have related to money?


      A start-up fee of $500 - $3,000, and an

annual fee of $1,500-$6,000

thereafter, depending on complexity.

       Once we lay this foundation, we get into the numbers and create a customized financial plan for you.

We don't start with your income or your investments or debt. 
We start with you.


I also offer a stand-alone, one-time comprehensive financial plan.

The cost for that is $1,500 - $4,000, depending on complexity.



Ryan Frailich, CFP® is a New Orleans, LA

based fee only financial planner serving clients here and across the country.

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