Ongoing Financial Planning

Starting at $99/month (based on complexity) plus a one-time planning fee. Includes:

- full financial planning services

- regular meetings to review plan and recommendations

- unlimited phone and email support

Investment Management

Blended fee structure max out at 1% of Assets under Management(AUM) per year and includes:

- full trading platform

- diversified portfolios

- supported accounts: rollovers, IRAs, trusts, individual and joint accounts

*full comprehensive financial planning services included with AUM over $250,000


Project Based Financial Planning

Not ready to engage fully in the financial planning process? That’s ok, we have a solution. We can agree on providing advice anywhere from 1 or 2 planning topics(e.g. debt analysis and employer retirement plan investment choices) to a full comprehensive financial plan. Based on the work to be completed, the fee for this option costs $299 to $2999 per plan.