Straight forward. No commissions.
Our fee-only financial planning models are designed to be transparent and flexible.
All fees are negotiable and flat fee options are available upon request.
Foundations
Designed for clients in their early years of building wealth
(Investable assets <$250,000)
Starting at $1,700/yr
(Quarterly & Monthly Options Available)
Building a Budget
Paying Down Debt
Investment Management
Risk Management & Insurance
Company Benefits Review
Home & Auto Review
Education Planning
Life Planning
Semi-Annual Review Meetings
+ check-ins as needed
(+0.5% for Investment Management Optional)
Advanced
Designed for Established Professionals and High Earners
(Investable assets >$250,000)
Assets Under Management
$0-$1,000,000 - 1%
$1,000,0001 - $2,000,000 - 0.75%
$2,000,0001 + - 0.5%
(Flat Fee Options Available Upon Request)
Cash Flow Planning
Debt Management
Equity Compensation Review
Investment Management
Risk Management & Insurance
Tax Planning
Charitable Giving Strategies
Estate Planning
Business Planning
Company Benefits Review
Home & Auto Review
Education Planning
Retirement Planning
Life Planning
Semi-Annual Review Meetings
+ check-ins as needed
One Time Engagements
Project Based
Hourly Fee
$250/hr
One-Time Comprehensive Plan
2-3 Meetings
$2,500
What’s Next?
Fill out the application below.
We’ll reach out to book an introduction call to see if we’re a fit.
If you’re interested in working together, let us know!