Our Fees

FINANCIAL PLANNING FEE

PLAN	COST	DESCRIPTION
Bronze	$875	Appropriate for professionals or those accumulating wealth and seeking guidance on developing a Road Map.
Silver	$1,450	Typically appropriate for pre-retirees and retirees who require more in-depth planning due to evolving goals and changing life events.
Gold	$2,700	Designed for clients and/or business owners with advanced planning needs requiring a higher degree of complexity.

We start with a customized Financial Plan to serve as the Road Map and guide our decisions along the way towards financial freedom and confidence.

Financial planning services include defining goals, gathering data, analyzing data, developing, presenting, and implementing a customized plan. The plan is a “living document”, continually updated as life changes and leading us to the appropriate solutions, and illustrates your progress every step of the way. We can work on an hourly planning fee or subscription basis upon request.

INVESTMENT ADVISORY FEE

This simply means that we charge an annual fee for our suites of services and comprehensive planning approach. We will discuss our fee schedule before we implement any solution.

Our advisory fees are typically deducted quarterly from your accounts.