Tier 1
Full-Service Wealth Management
If you're searching for a true financial nerd to guide you every step of the way, our comprehensive wealth management service is the perfect fit. We’ll create a personalized financial plan tailored to your unique goals, providing ongoing advice, guidance, and portfolio management to keep you on track. Our focus includes your life goals, cash flow, portfolio allocation, risk management, tax strategies, and estate planning.
We also take into account any specific circumstances that matter most to you, such as equity compensation, rental properties, or the sale of a business. We meet with clients quarterly—or as frequently as desired—to assess progress, review investments, and make adjustments to ensure your plan remains aligned with your evolving goals.
Who Is It For
You may be a good candidate for full-service wealth management if:
- You are a busy professional who prefers a hands-off approach to your finances.
- You’re not sure where to start with financial planning and could benefit from an ongoing, go-to resource.
- You’d like to see how all the pieces of your financial puzzle work together.
- You want a professional to manage your investments and give you ongoing advice.
Pricing - Flat Annual Fee
- Low Complexity - $4,200/yr - Example Client: Single income household with W2 income, no rental properties, no kids, less complex planning needs.
- Med Complexity - $6,300/yr - Example Client: High earning or dual W2 income household, Business owner, 1099 income, 1 rental property, kids, under $1m of investable assets, more complex portfolio needs.
- High Complexity - $8,400/yr+ - Example Client: Most advanced complexity needs. Retired or planning to retire soon, preparing to sell a business, multiple rental properties, owns multiple businesses, has grandkids, $1m or more of investable assets.
**These are just guidelines, the final fee may be more or less than shown here, based on the complexity and needs of each client’s situation.
Tier 2
Ongoing Financial Planning and Advice Only
Are you a DIY investor who values expert insight and guidance before implementing your financial strategies? Our financial planning and advice-only service is perfect for you. We’ll work with you to understand your life goals, investment strategies, tax planning, risk management, estate needs, and other key aspects of your financial picture. From there, we’ll craft a comprehensive plan, outline actionable steps, and provide ongoing support as you move forward. While you’ll take the lead in managing and monitoring your investments, we’ll be here to consult and meet quarterly—or as often as needed—to ensure you're on track for financial success.
Who Is It For
You may be a good candidate for our Financial Planning & Advice-Only service if:
- You want a comprehensive, "big-picture" view of your finances but prefer to manage the day-to-day transactions yourself.
- You want tailored, actionable financial advice that aligns with your unique goals.
- You want to manage your investments independently, with professional guidance to steer you in the right direction.
- You’re seeking a partner who can help you implement your financial plan and provide ongoing support as you navigate your journey.
Pricing - Flat Annual Fee
- Low Complexity - $4,200/yr - Example Client: Single income household with W2 income, no rental properties, no kids, less complex planning needs.
- Med Complexity - $6,300/yr - Example Client: High earning or dual W2 income household, Business owner, 1099 income, 1 rental property, kids, under $1m of investable assets, more complex portfolio needs.
- High Complexity - $8,400/yr+ - Example Client: Most advanced complexity needs. Retired or planning to retire soon, preparing to sell a business, multiple rental properties, owns multiple businesses, has grandkids, $1m or more of investable assets.
**These are just guidelines, the final fee may be more or less than shown here, based on the complexity and needs of each client’s situation.
Tier 3
One-Time Financial Plan
We understand that an ongoing relationship may not be the right fit for everyone—and that’s completely fine. No hard feelings! For those who prefer a shorter, more limited engagement, we offer a project-based or a one-time financial planning service. With this option, we'll create a customized financial plan designed to help you achieve your goals. Once the plan is delivered, our engagement concludes, but we’re always here if you’d like to revisit or update your plan in the future.
Who Is It For
You may be a good candidate for a one-time financial plan if:
- You have a good handle on your finances and prefer to DIY all the way.
- You’re looking for a personalized financial roadmap to help you achieve your goals.
- You want the expertise of a financial professional without the commitment of an ongoing relationship.
- You have a specific financial challenge or goal, such as budgeting, optimizing your investment portfolio, planning for college expenses, or navigating a major life event like a new job or the loss of a loved one, that you'd like support with.
Pricing - Flat One-Time Cost
- $4,000
Schedule a Complimentary Consultation Today!
During your complimentary consultation, we’ll get to know you better, discuss your unique financial situation, and outline how our innovative approach can work for you. Whether you’re interested in full-service wealth management, planning and advice only, or a one-time plan, we’re here to save the day!