Our service packages are affordable, transparent, and flexible to fit your needs.
Your initial consultation is always free.
Ongoing Financial Planning
“Help me do it all”
Our retainer services offer comprehensive, ongoing financial planning. We’ll look at where you are today in relation to your financial goals, and provide ongoing advice to put you in the best position to reach them. The following is the fee breakdown:
Single: $199 per month
Married, no kids: $249 per month
Married with kids: $299 per month
A one-time on-boarding fee begins at $750. With assets under management exceeding $250,000, ongoing financial planning service is included in the investment management fee. Click here for more details on our Ongoing Financial Planning structure and topics.
“Help me protect and grow the money I have”
Our investment management services involves customizing a unique investment portfolio to fit your goals, risk-level, time horizon, and personal values. We do all the work for you in ensuring it is continually aligned with your needs as your situation and the markets change.
The fee begins at 0.60% of assets under management for those with Ongoing Financial Planning. With assets under management exceeding $250,000, Ongoing Financial Planning service is included in the Investment Management fee.
One-Time Financial Plan
“Help Me Build A Roadmap”
We offer a one-time financial plan for those who wish to implement themselves. The one-time cost ranges from $500 - $7,000, depending on complexity.
Click here for more details on our One-Time Financial Plan structure and topics.