Plans & Prices

We Offer Affordable Plan Options to Accommodate Each Client's Unique Circumstances.  

Tune-Up Plan

  • Initial Meeting To Explore Your Values, Outline Your Vision, & Set Goals
  • Identification & Analysis Of 1-2 Priority Financial Concerns
  • Delivery Meeting To Review Your Financial Synopsis With A Prioritized To-Do List
         A One-Time Price Ranging From $495-$1,200

         Depending On Complexity And Needs Of The Client

College Synopsis

  • Interested In The Actual Cost Of College? 
  • How Much Should You Save For Your Child’s Education? 
  • Need Help Navigating The Student Loan Maze? 
  • How To Decide If Consolidation, Refinancing, Or A Loan Forgiveness Program Is Right For You?
  • Over The Course Of Two 45-Minute Meetings We Will Report On Up To 10 Of Your College Choices
  • & Provide Education Financial Planning And/Or Student Loan Repayment Strategies.

          Price is $499 As A Standalone Service 
          (Includes Both Meetings And Our Research In-Between)

One-Time Financial Plan

  • Includes Everything From The Tune-Up Package, Plus
  • Asset Allocation Analysis and Recommendations
  • Risk Tolerance/Preference Analysis and Discussion
  • Net Worth & Cash Flow Analysis
  • One-Time Tax Projection &Tax Planning Strategies
  • Risk Assessment & Insurance Optimization
  • Employee Benefits Optimization Overview
  • Identification & Analysis Of Your High-Impact Financial Items

A One-Time Price Ranging From $950-$2,800 

Depending On Complexity And Needs Of The Client

Ongoing Comprehensive Financial Planning & Investment Management Services

Includes Everything From The One-Time Financial Plan, Plus Access To Our Ongoing Service Calendar With A Focus On Addressing Your Highest Priority Financial Issues First

  • Use Of Our Budgeting, Account Aggregation, & Financial Planning Software
  • College Funding Planning And Student Loan Repayment Strategies
  • Proactive Strategies For Tax & Estate Planning
  • Investment Management Services (including held-away assets as mutually agreed)

$450 Initial Upfront Planning Fee + AUM Fee (see table below)

(Investment Management Or Ongoing Financial Planning Services Are Available Separately) 

Account ValueAnnual Advisory Fee
Up to $150,000$150/month
$150,001 - $500,0000.95%
$500,001 - $1,250,0000.85%
$1,250,001 - $2,000,0000.65%
$2,000,001 - $3,000,0000.55%
$3,000,001 & AboveNegotiable