Our Flexible Pricing Packages
We offer three ongoing personalized financial planning and advisory packages for year-round guidance, plus two one-time project-based options for focused support.
Our goal is to meet you where you are — whether you’re navigating a major life transition, optimizing your wealth strategy, or need clarity on specific next steps. We’ll recommend the option that best fits your goals and timeline.
Ongoing Personalized Financial Planning with Investment Management Services
This is our most popular service offering. Whether you're a business owner, approaching retirement, navigating a divorce, managing equity compensation, or simply looking for a trusted long-term advisor, our ongoing planning relationship is designed to help you make confident financial decisions through every stage of life.
Quarterly review meetings and check-ins as needed
Financial Plans starting at $6,000/yr + Tiered Fee Schedule to manage Investments
for more complex cases, $12,000/yr + Tiered Fee Schedule to manage Investments
*Financial Plan Fee is waived with $1mm or more in assets under management
The best financial plans aren't created once.
They're refined over time.
Ongoing Investment Management Services without Personalized Financial Planning
Designed for those who are primarily interested in investment management and are not currently in need of a financial plan.
Annual review meetings and check-ins as needed
Tiered Fee Schedule to manage Investments
*Minimums apply. Please reach out to request/determine if you're a fit.
Ongoing Personalized Financial Planning without Investment Management Services
Designed for those primarily invested in hard assets, like real estate, or those who are interested in planning for their financial future, but are not currently in need of a third-party managing their soft investments.
Includes ~5 onboarding meetings, followed by an annual review and check-ins as needed.
Starting at $6,000/yr for more complex cases, $12,000/yr +
Next Steps
1) Schedule your Discovery Call by clicking on the green link below
2) We go over your situation to see if it makes sense to work together
3) Request access to your encrypted folder to begin uploading information for onboarding