Our Pricing
We offer flexible financial planning solutions tailored to your unique situation. Choose from comprehensive ongoing advisory relationships for long-term financial guidance, or one-time financial plans to address specific life transitions, or hourly consultations for targeted advice on pressing financial questions. Whatever your background or financial goals, we have a service option that fits your needs.
Ongoing Financial Planning
We’ll work together to create and manage a financial plan that fits your life and goals. Here's what's included:
Comprehensive financial planning
Investment management and portfolio optimization
Regular progress reviews and plan updates
Tax planning strategies
Estate planning guidance
Fee Structure:
Monthly Fee: $500
Ongoing Fee: paid monthly or quarterly in arrears
Investment Management:
First $1,500,000: (offset by financial planning fee)
Above $1,500,000: 0.50%
One Time Financial Plan
Hourly Planning
For quick questions and specific advice. Perfect if you need focused guidance on one or two topics:
Focused financial guidance on specific questions
Second opinion on investments
Review of employee benefits
Insurance analysis
Debt management
Budget analysis
Fee Structure:
Standard Rate: $200/hour
Minimum Engagement: 2 hours
Payment Terms: Billed in 30-minute increments
Billing: Monthly in arrears
Perfect for self-directed investors seeking professional guidance. This service includes:
3-4 planning sessions
Comprehensive written financial plan
Detailed action items and implementation guide
3 months of email support post-delivery
Investment guidance
Fee Structure:
$3,000 - $5,000
Payment Terms: paid monthly or quarterly in arrears