Pricing
Accessible Financial Advice
We believe financial guidance should be accessible to all—regardless of where you are in your journey. Whether you’re just starting out and need direction or planning for retirement, we tailor our services to fit your needs.
We offer two service models with flexible payment options. Most clients have fees conveniently billed from their investment or retirement accounts on a monthly basis. Alternatively, payments can be made via credit/debit card or ACH.
During our initial consultation, we’ll work together to determine the best approach for you.
Essentials
Wealth Management
- Values & Goals discovery
- Investment Management
- Annual financial scorecard update & review
- Group Benefits
- Unlimited messages with advisor
Who’s it for
People of all ages who are committed to an initial investment and an ongoing automated investment plan.
Cost
Starting at .75% annual fee from investments
Comprehensive Wealth Management
- Investment management
- Quarterly check-ins
- Account syncing & real time data
- Periodic accountability for action items
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
- Budget coaching
Who’s it for
Individuals/couples of all ages, who want a more pro-active planning. Suitable for simple and complex financial situations.
Cost
Starting at 1% annual fee from your investments. Our minimum household fee for comprehensive wealth management is $2,000 per family, which can be paid from AUM fees, a monthly retainer fee, or a combination of the two.
Financial Planning Systems
Our financial planning systems are perfect for the savvy investors who enjoy managing their own portfolios but value expert guidance for the complete financial picture. Each plan includes all the essential for building a strong financial future – plus a custom investment portfolio designed just for you.
For an affordable monthly subscription, you’ll receive expert support while maintaining control over your portfolio. You handle the implementation, and we’ll be there to guide you every step of the way.
Individual Planning System
$99/month
- Values & Goals discovery
- Investment Management
- Annual financial scorecard update & review
- Group Benefits
- Unlimited messages with advisor
Who’s it for
Any individual or single income household without dependents.
Family Planning System
$300/month
- Investment management
- Quarterly check-ins
- Account syncing & real time data
- Periodic accountability for action items
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
- Budget coaching
Who’s it for
Individuals/couples and families who want more pro-active planning. Suitable for simple and complex financial situations.
Business Planning System
$600/month
- Includes everything in Family Planning system. Plus:
- Exit & Succession planning
- Business continuation (Buy/sell)
- Cash flow & distribution planning
- Valuation
- Insurance audit
- Legal audit
- Asset protection strategies
- Retirement plan implementation & review
Who’s it for
Small to medium sized business owners who want to maximize the value of your business, minimize taxes, and plan for an exit.
Need something unique?
Build a Custom Plan.
If your needs are outside of the options above, contact us for more details on how we can help.
