Christine Messmer
Certified Financial Planner®
PROFESSIONAL SERVICES & FEE SCHEDULE
Financial planning is handled collaboratively with each client, and the process will indicate areas of strength and areas open to the benefit of improvement. After assessing a client's situation, Ms. Messmer will suggest the best solutions and most responsible course of action for the desired results. All financial plans are updated at least annually or more frequently, if needed.
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Comprehensive Financial Planning includes:
Cash Management
Risk Management
Investment Management (Wealth Accumulation & Preservation)
Retirement Planning Tax Planning
Estate Planning
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Christine Messmer, P.C. is the Registered Investment Advisor (RIA) firm owned by Christine Messmer, CFP®. As a fee-only firm, compensation is limited to the fee charged for services.
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Guided by an in-depth understanding of a client's financial situation, she will professionally manage investment assets. Investment planning and management is necessary to address short-term and long-term goals. Her primary and ongoing goal is to provide clients with objective advice, knowledge of investments, clear explanations, and the highest level of service.
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FEE SCHEDULE
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Hourly Rate: $250.00
Retainer Fee Rate: Starting at $1,000.00 per quarter, paid in arrears.
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Note: Hourly fees are generally used in the beginning of the relationship and may be used on an ongoing basis. Retainer fees are subject to a cost-of-living adjustment.