helping you sort through the many issues that affect your financial well being
  Arlene R. Foreman
  Fee-Only Professional Fiduciary/Independent Trustee
Certified Trust & Fiduciary Advisor
Chartered Financial Consultant®
Master of Science in Financial Services
Chartered Life Underwriter®
Arlene R Foreman financial planning consultant of Ft Meyers, FL

Arlene R. Foreman

10091 Colonial Country Club Blvd.
Fort Myers, FL 33913-70118
Phone: (239) 826-4588

View Arlene  Foreman, CLU, ChFC, CFP(r), CTFA(tm)'s profile on LinkedIn

It's For You - The Cost

At this point in your life, you take for granted all of the time that you have spent making financial decisions, accumulating assets, and spending money.  When you meet with Arlene, you will be sharing with her the culmination of your efforts.  In order for her comments to be as relevant and pertinent as you would want, she will have to get to know you, how you relate to your money, and how some of your past decisions were made. 

To use a football analogy, you will be coming to Arlene with the final score of your game.  That’s interesting, and tells Arlene where you have ended up.  It does not tell her how you played the game – information she will need to help keep your offense moving down the field – not only in the right direction, but with the fewest penalties along the way.

You and Arlene will spend a considerable amount of time talking, with her asking many questions in order to better understand you and your issues.

This takes time.

To help you both decide if she will be able to help you, your first hour with Arlene is complimentary. 

At the end of that hour, Arlene will review with you her Disclosures and Privacy Notice that describes her specific process and is part of the Agreement you both will sign. 

At the time you sign the Agreement, you will pay a nominal nonrefundable Administrative Fee to become a client. This same Administrative Fee will be due each calendar year that you remain an active client; and entitles you to call on Arlene throughout the year without having to execute a new Agreement. For the services Arlene provides after the initial one-hour free consultation, her hourly rate (plus expenses) will be billed as detailed in the Disclosures document.

Arlene understands that most people are not accustomed to paying hourly fees, and she is careful to make sure that her bills are itemized so that you know exactly what work she has done for you.

It would be ideal if Arlene could tell you here how much your work will cost in total.  Unfortunately, everyone’s situation is different.  Complexities of plans and dynamics of family interactions all play a part in the time required and cost to administer your Estate and/or Trust.  This is more effectively addressed in the Disclosures document.

Arlene is an independent Professional Fiduciary, and receives no compensation from you other than the hourly fees you pay.  She does not handle securities or insurance, or receive commissions for her work for clients;  and her service is not dependent on the value of your investments or assets.


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Certified Financial Planner Board of Standards Inc. owns the
certification marks CFP®,
CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and
ongoing certification requirements.

The marks CLU® and ChFC® are the property of The American College and may be used by individuals who have successfully completed the certification requirements for this designation.

The CTFA™ designation is awarded by the Institute of Certified Bankers, a subsidiary of the American Bankers Association.

     Arlene is NOT an attorney, registered investment advisor, or financial planner.   Financial Planning Association - Proud Member since 2010
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