Pricing

Investment

I am dedicated to helping you grow your assets through a disciplined approach of diversifying asset classes, rebalancing, and providing various investment solutions. Together we discuss your needs and goals along with your time horizon and risk tolerance to develop a customized plan.

Complete Financial Plan and Consulting

OUR INDIVIDUAL FINANCIAL PLANNING FEES

Are you now in the thick of a fantastic career? Are you tracking toward the retirement you want? Are you overwhelmed by the extreme amount of financial advice and tools out there? This plan will help filter out the noise and customize a solution that is best suited for you and your goals.

New Plan

(comprehensive)

Initial Analysis

10-15 hours

Meeting

Once - plan delivered

Topics Covered

3+ / plan

$2,500+ per plan (may vary based on complexity)

Consultation

Initial Analysis

5-10 hours

Ongoing Meeting

4+ annually

Ongoing Time Spent

10 hours / year

$250 per month

OUR BUSINESS FINANCIAL PLANNING AND CONSULTING FEES

New Plan

(comprehensive)

Initial Analysis

10-15 hours

Meeting

Once - plan delivered

Topics Covered

3+ / plan

$4,000+ per plan (may vary based on complexity)

Consultation

Initial Analysis

5-10 hours

Ongoing Meeting

4+ annually

Ongoing Time Spent

10 hours / year

$250 per month

The cost to create and maintain your financial or business plan depends on the level of complexity. The more complex the circumstances are, the more time we’ll spend working to create and maintain your plan. In every case, our fee is flat, transparent, and agreed-upon during our first meeting.

Our process

Introductory Chat

15-20 minutes

Do we like each other? Can we work together? Can I provide what you are looking for? All questions that must be answered before we go any further. This is complimentary. We create strategies that are tailored to your needs and goals.

Big Picture

60 minutes

What are your goals? What does the ideal picture of your life look like in three years? Five years? Ten Years? Are you ready to start working toward those goals?

Zoom In

60 minutes

What are assets already accumulated? What are the benefit packages at work? Are you pleased with current investments? Are you and your partner on the same page with what goals and savings should be ideally? Do you have tools in place to optimize your money strengths, and minimize your weaknesses?

Our Process

Outline

60 minutes

Do these ideas sound doable? Is this a plan you can get excited about?

Our History

Get Started

60 minutes

Let’s implement these ideas and build your secure financial house!

CURIOUS ABOUT YOUR FINANCES?

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