Plans & Fees

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 $695-2,000

         Depending On Complexity And Needs Of The Client

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 $1,500-$3,000 

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 Planning Including Possible Roth Conversions
  • Estate Planning Analysis & Strategies
  • Investment Management Services (including held-away assets as mutually agreed)
  • Collaborative Development Of Customized Investment Policy Statement (IPS)

$1,000-$2,000 Initial Upfront Planning Fee + Ongoing Annual Fee $2,000-$5,000 + AUM Fee (see table below)

(Ongoing Financial Planning Services Are Available Separately) 

Account ValueAnnual Investment Management Advisory Fee
Up to $250,000$150/month
$250,001 - $500,0000.75%
$500,001 - $1,000,0000.65%
$1,000,001 - $2,000,0000.50%
$2,000,001 - $3,000,0000.40%
$3,000,001 & AboveNegotiable