Our Process
Our Process:
- Step 1 – Intro Call: Quick conversation to understand your situation and see if a partnership makes sense. This call is complimentary and takes 15-20 minutes
- Step 2 – Deep-Dive Discovery: Holistic look at work, family, money, and goals—with a focus on what would truly give you peace of mind. This call is complimentary and we can decide together the best path forward.
- Step 3 – Your Financial Life Plan: Clear priorities, a simple roadmap, and delegated tasks so you know who is doing what, and when.
- Step 4 – Ongoing Partnership: Regular check‑ins, proactive updates, and adjustments as life and work change—always focused on meaningful progress.
Financial Planning Pricing and Fees
From a handful of questions to a comprehensive and holistic financial plan. We can help set your path.
Comprehensive Financial Plan
- Fully written financial plan & roadmap
- Retirement, tax, and insurance review
- Investment strategy guidance
- 2 Planning sessions included
- Plan delivery session
- You implement the plan with your roadmap
Fixed fee of $2,500 for 6-8 week engagement. $1,000 to start with remaining due at plan delivery.
Ongoing Financial Planning
Everything in the one time plan plus:
- Updates to your plan with life's changes
- Deeper dives into all planning areas
- Ongoing access to advisor for questions
- Quarterly check ins
- Annual reviews and updates
- Fee can be offset if we manage investments
$3,000/year billed $750/quarter in arrears
Assets Under Management
We believe investment costs should be transparent rather than growing automatically just because your portfolio does. Under this plan, we manage your investments for a straightforward, tiered engagement fee—providing professional oversight at a predictable cost that doesn't penalize your success.
Tiered Pricing
- Up to $1,000,000 - .8% of Assets Managed
- $1,000,001 to $5,000,000 - .6% of Assets Managed
- Above $5,000,000 - .4% of Assets Managed
Blended tiers: each rate applies only to the portion of assets within that tier. For example, a $2,500,000 portfolio is charged 0.80% on the first $1,000,000 and 0.60% on the remaining $1,500,000, resulting in a quarterly fee of $4,250.
Our Partners:
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