Transparent pricing that scales with your plan's scope. From a quick confidence check to full-service guidance - you pay for the complexity you need.
While we believe that everyone can benefit from having their personalized financial plan, we also know that everyone has different needs, desires, goals, and pricing points that work for them.
Price depends on your needs and the complexity of your plan. For the most accurate pricing, please reach out for a non-obligatory conversation.
Flexible Pricing
One-Time Limited Financial Review
One-Time Comprehensive Financial Plan
Select financial planning topic(s) that are of utmost importance to you. Perfect for younger and DIY folks who are starting out and want a quick check to ensure they are on the right path.
Ongoing Planning & Wealth Management
College Planning
Student Loan Repayment Strategy
Retirement Review
Estate Planning
Risk Mitigation & Insurance Review
Tax Planning Review
Cashflow Planning
Debt Management Strategy
College Planning
Student Loan Repayment Strategy
Retirement Review
Estate Planning
Risk Mitigation & Insurance Review
Tax Planning Review
Cashflow Planning
Debt Management Strategy
Risk Assessment
Investment Review & Recommendations
Real Estate Analysis
Everything under Comprehensive Plan Plus:
Regular reviews/meetings
Ongoing support
Business Planning
Asset Purchase / Disposition
Wealth Management Services
Traditional Investments
SRI/ESG Portfolios
Faith-based Holdings
Full financial plan review covering all major topics without long-term obligations. Perfect for DIY folks who want an occasional check-in. This option does not include ongoing or implementation support.
Full financial plan development and ongoing support, implementation, and account monitoring. Perfect for those who would rather not go at it alone.
*For clients who want ongoing services without wealth management, we offer monthly subscription with average payment of $350-500, depending on complexity and needs. For those that wish to utilize wealth management, our fees start at 1.25% based on AUM (assets under management). For specific fees that may apply to your situation, please reach out.
Quick Clarity Without Commitment
Comprehesive Plan to Implement Yourself
Ongoing Support for Life's Changes
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