Select the plan that fits your needs

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Personal Financial Planning

Planning for those who are not self-employed starts at $1,850 for individuals and $2,400 for couples.

Initial consultation of 60 minutes.

Three 60-minute meetings over first three months to cover specific planning areas

One hour meeting at 6 months and 12 months

Email access for a full 12 months starting from sign up

Research/analysis/implementation/paperwork, etc. does not count toward the meeting hours

Ongoing planning past one year will depend on managed investments, project based needs, or full planning needs.

 

Financial Planning with a Business

Planning for individuals and couples who need existing business planning or want to start a business, etc. begins at $3,250.

Six 60-minute meetings over three to five months to cover specific business related items.

One hour meeting at 6 months and 12 months

Email access for a full 12 months starting from sign up

Research/analysis/implementation/paperwork, etc. does not count toward the meeting hours

Ongoing planning past one year will depend on managed investments, project based needs, or full planning needs.

 
 
 

Project Planning

Hourly planning for a specific project or question is available with a minimum of two hours at a rate of $150 per hour.

This is good for anyone who may not be ready to dive into full planning or needs to answer a particular question such as:

Do I need life insurance or have enough?

What am I currently invested in?

Should I buy or rent a home?

How much should I save for my child’s college?

 

investment management

Investment portfolios based around your goals and risk tolerance

Professional management of diversified and tax-efficient portfolios 

Ongoing portfolio review, rebalancing, and tax-loss harvesting

Cost: 1% of assets under management with breakpoints thereafter

$0-$750,000 1%

$750-$1.5m .8%

$1.5m+ .7

Planning costs may be waived for investment management over $250,000 of investable assets