Starts at $2,700
personalized financial plan
specific and actionable recommendations
top areas of opportunity and improvement
Best For
self implementers who don't want an on going relationship
Flat Fee
$100/month minimum
$225/month maximum
Simple Pricing
based on your unique financial landscape
Easy Pay
via auto draft from your bank account
pay annually, quarterly, or monthly
Client Meetings
2 proactive meetings per year
Unlimited as needed, Zoom, phone, and emails.
Understand You
and your unique financial situation and goals
Educate You
and build a financial plan you understand.
Ongoing learning and help you feel confident
Solve Problems
and address financial concern and paint points, not sell products
Monitor Progress
and keep you accountable to your financial goals
Keep in Touch
through an on-going partnership and stay up to date
24/7 online portal access
Tangible Results
and positive financial outcomes from your actions and our recommendations
Our required minimum for investments is $300,000
Managed Assets
Actual Fee %
$300,001-$500,000
0.84%
$500,001-$1,000,000
0.70%
$1,000,001-$2,000,000
0.57%
$2,000,001-$3,000,000
0.50%
$3,000,001 +
0.44%
Example Scenario
Our advisory fee is based on your account value at the end of the previous month
$500,000
Managed Assets on October 31
Fee Breakdown
Annual Fee (.84%) / 12 =
Monthly Fee (.07%)
Ongoing Financial Planning
included w/ investment management
