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.

Get Financially Fit Details

financial planner Customized Financial Plan

financial planner Cash Flow & Debt Management

financial planner Insurance Needs Analysis

financial planner Education Planning and Funding

financial planner Retirement Planning & Capital Needs Analysis

financial planner Income Tax Planning

financial planner Estate Planning

financial planner Investment Asset Allocation

financial planner Employer Benefit & Savings Plan Analysis

financial planner Net Worth Position

financial planner Emergency Fund Planning

financial planner Savings Rate Analysis

financial planner Life Event Planning (large purchases)

financial planner Includes Investment Management

financial planner Plan implementation support and monitoring

financial planner Quarterly plan reviews

financial planner 24-hour plan access

financial planner Monthly touch base

financial planner Unlimited on-demand contact

financial planner Plans start at $400 Based on Complexity

financial planner Implementation & Monitoring Starting at $50 monthly Based on Net Worth & Income

financial planner Fees calculated by percentage ofNet worth and adjusted gross income (AGI)

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

     Income (AGI)              1.0%

Investment Mgmt Details

investment management Investment Policy Statement

investment management Asset Allocation & Investment Strategy

investment management Portfolio Asset Selection

investment management Regular Portfolio Monitoring 

investment management Periodic Rebalancing

investment management Quarterly Client Reviews 

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%

Financial Planning Hourly

financial planning $150 Hourly Rate 

financial planning On-Demand As Needed Financial Planning

financial planning Project Based Quote

financial planning Cash Flow & Debt Management

financial planning Risk Analysis

financial planning Retirement Planning

financial planning Investment Asset Allocation

financial planning Income Tax Planning

financial planning Estate Planning