Fee Structure

Hourly Model

The price charged is $250 per hour. We accept credit/debit or ACH payments

Financial Check-Up

The price charged is $2500/year for Individuals.  $3500/year for couples.

We accept credit/debit or ACH payments.

This includes five personalized meetings. We focus on Retirement, Insurance, Will, Estate, and Tax planning and provide a comprehensive overview of all workplace benefits and accounts.

Comprehensive Financial Planning AUM

 We charge a fee of 1% of client assets that we manage. Quarterly fees are billed directly from Investment accounts. We also accept Credit/Debit or ACH.

We take a comprehensive approach to your financial well-being, offering services such as investment management, unlimited advice, quarterly check-ins, and plan reviews. We cover every detail, from retirement and tax planning to estate and insurance planning, including an annual tax summary for easy preparation.

As your holistic partner, we’ll create a personalized financial plan that aligns with your goals and manage your assets so you can live confidently, knowing a dedicated team is monitoring your wealth to help you achieve the lifestyle you deserve.