Our Services & Fees

We offer two fee-only services. Below is a breakdown of both a one-time and an ongoing relationship:

One-Time Financial Plan

Starting at $4,000

Values and Life Planning

Cash Flow Planning

Tax Liability Analysis and Recommendations

Investment Risk Analysis

Real Estate Analysis

Insurance Analysis and Planning

Retirement Timeline and Strategy

College Savings Planning

Estate Planning

Reasons you should choose this option:

You are confident in your ability to implement our recommendations and want a second set of eyes.

You want to try us out before committing to ongoing advice.

Starting at $6,000, based on assets we manage

Everything in one-time planning, plus:

Plan Implementation and Accountability

Ongoing Investment Management

Tax-advantaged Investing

Professionals’ coordination (CPA, attorney, etc.)

Quarterly Review meetings

Check-ins as needed

Annual review meetings and plan revisions

Ongoing access to planning and account aggregation software

Reasons you should choose this option:

You are looking for an accountability and thought partner to help you navigate the ongoing financial changes in your life.

You want to offload the tasks of managing your accounts to a professional.

$0 – $1,000,000

1.00%

$1,000,000 – $3,000,000

0.80%

$3,000,000 – $4,000,000

0.70%

$4,000,000 – $5,000,000

0.60%

$5,000,000 – $7,000,000

0.50%

$7,000,000 – $10,000,000+

0.40%

Percentage fee is billed once the amount is greater than $6,000