Packages & Pricing

Packages & Pricing


We deliver financial planning and investment management services in two delivery formats best suited to the specific needs of our clients. We offer retainer based financial planning and investment management services, as well as, modular hourly financial planning and asset based investment management services.
Schedule a free discovery session with us today to learn more about our plans and which one is best suited for your needs.



[crest name=”Get Financially Fit” price=”Details” color=”red”]

[spec]financial planner Customized Financial Plan[/spec]

[spec]financial planner Cash Flow & Debt Management[/spec]

[spec]financial planner Insurance Needs Analysis
(Risk Management)[/spec]

[spec]financial planner Education Planning and Funding[/spec]

[spec]financial planner Retirement Planning &
Capital Needs Analysis[/spec]

[spec]financial planner Income Tax Planning[/spec]

[spec]financial planner Estate Planning[/spec]

[spec]financial planner Investment Asset Allocation[/spec]

[spec]financial planner Employer Benefit &
Savings Plan Analysis[/spec]

[spec]financial planner Net Worth Position[/spec]

[spec]financial planner Emergency Fund Planning[/spec]

[spec]financial planner Savings Rate Analysis[/spec]

[spec]financial planner Life Event Planning
(large purchases)[/spec]

[spec]financial planner Includes Investment Management[/spec]

[spec]financial planner Plan implementation support
and monitoring[/spec]

[spec]financial planner Quarterly plan reviews[/spec]

[spec]financial planner 24-hour plan access[/spec]

[spec]financial planner Monthly touch base[/spec]

[spec]financial planner Unlimited on-demand contact[/spec]

[spec]financial planner Plans start at $400
Based on Complexity[/spec]

[spec]financial planner Implementation & Monitoring
Starting at $50 monthly
Based on Net Worth & Income[/spec]

[spec]financial planner Fees calculated by percentage of
Net worth and adjusted gross income (AGI)

      Net Worth          Fee Percentage
$0 – $2M                 0.45%
$2M Plus                 0.35%

Income (AGI)              1.0%[/spec]

[buyme href=”” name=”More Information”]


[crest name=”Investment Mgmt” price=”Details” color=”red”]

[spec]investment management Investment Policy Statement[/spec]

[spec]investment management Asset Allocation u0026amp;
Investment Strategy[/spec]

[spec]investment management Portfolio Asset Selection[/spec]

[spec]investment management Regular Portfolio Monitoring [/spec]

[spec]investment management Periodic Rebalancing[/spec]

[spec]investment management Quarterly Client Reviews [/spec]

[spec]investment management Fees calculated by
Assets Under Management (AUM)

  Investment Assets              Fee Percentage
$0 – $250,000                        0.95%
$250,001 – $500,000             0.85%
$500,001 – $1,000,000          0.75%
$1,000,001 and above            0.65%[/spec]

[buyme href=”” name=”More Information”]


[crest name=”Financial Planning” price=”Hourly” color=”red”]

[spec]financial planning $150 Hourly Rate [/spec]

[spec]financial planning On-Demand
As Needed
Financial Planning[/spec]

[spec]financial planning Project Based Quote[/spec]

[spec]financial planning Cash Flow & Debt Management [/spec]

[spec]financial planning Risk Analysis[/spec]

[spec]financial planning Retirement Planning[/spec]

[spec]financial planning Investment Asset Allocation[/spec]

[spec]financial planning Income Tax Planning[/spec]

[spec]financial planning Estate Planning[/spec]

[buyme href=”” name=”More Information”]