We offer customized packages and up-front pricing to serve you,
no matter your needs or net worth.
Ongoing planning with affordable subscription pricing.
We work with you to set personalized goals and create a plan for every area of your financial life. Got a question? We're available. Best for those with more complex financial situations looking for a long-term planning relationship.
$500 individual; $750 couple
The one-page plan is an affordable option for those with uncomplicated financial situations looking for a checkup and recommendations to meet their goals.
Flat fee includes:
initial meeting to learn about you, discuss your values and goals, and gather information about all aspects of your financial life
a one-page plan including your goals and progress towards them, current financial situation (net worth, cash flow, savings rate, etc), and at least three recommendations to help you achieve your goals
a second meeting to go over your basic plan, discuss recommendations, and answer any questions
10% discount on estate planning services through Trust & Will
One-time $500-$750 onboarding fee + $35 - $150/month
We work with you to create a personalized yearly service schedule. We cover things like:
cash flow, improving your credit, debt repayment, and spending plans
analyzing your investments to create a custom strategy given your risk profile, goals, and desired impact
helping you select the proper amount of insurance coverage
strategies to protect your assets and take care of your loved ones
saving for college and paying off student loans
employee benefits, such as insurance, retirement plans, FSAs, and HSAs
major purchases and life changes
Fees are based on net worth and complexity. We define "high net worth" as at least $750,000 managed by adviser, or net worth exceeding $1,500,000, whether individually owned or held jointly with spouse.
0.40% - 1.00% annual fee
Our standard advisory fee is based on the market value of the assets under management and is calculated as follows:
Hourly Financial Planning
Project-based financial planning is offered on an hourly basis. Hourly planning can be utilized for a comprehensive plan or projects more limited in scope. A good faith estimate based on the complexity and time involved is offered before the start of the engagement.