Landmark offers comprehensive or as-needed advice, as desired by you, the client.  We consult with you to solve your pressing financial questions, and plan ahead for those larger future goals.
View Landmark's Schedule of Services to learn more about our packaged services and hourly fees.
Gift Certificates

Landmark offers gift certificates that make great gifts for graduations, weddings, new babies, and other special events.
First Steps

Landmark offers a no-obligation, complimentary "get-acquainted" meeting for new potential clients.  To schedule your meeting, email info@landmarkfp.net or call 314-657-7675. 

This initial meeting generally runs thirty to forty-five minutes.  To make the most of this time, please fill out a questionnaire in advance.  It is strictly confidential, and helps identify issues needing more attention at the "get-acquainted" meeting.
Annual Retainer

Available for clients desiring advice "on call" at no additional expense.  A flat fee amount is established prior to engagement that will cover a set period of access to advisory services that is based on anticipated resource involvement, expertise required, and client needs.
Although the questionnaire will help, it is also recommended to bring any and all other documents that might be useful/pertinent.

The meeting should help you decide upon proceeding into an actual engagement of services.  It may seem like a lot of questions, but the goal is to discover your motivations for seeking financial advice and determining if we can provide answers for the questions you have.  You should feel comfortable before entering into an engagement.  At the conclusion of, or, in some cases, after our meeting, we'll provide you a firm estimate of costs.  The choice is then yours to:
7305 Manchester Rd, Ste C-2   l   St. Louis, MO  63143   l   ph: 314.657.7675
Wondering what a financial plan looks like?  Click here to see a sample plan.