Fees
Objective financial advice, simply and affordably on your terms. Initial planning fees start at $600 and ongoing financial planning fees start at $60 a month and a $300 hourly rate.
Initial financial planning services
Initial assessment and discovery meeting
$600
(Fee can be applied towards holistic financial plan if desired)
Written holistic financial plan
$3,600*
(based on normal complexity)
Ongoing financial planning services
Wealth Builder Membership
$60/month
Hourly as needed advice for members $300/hour
Private Client
Flat fee based on complexity. Starting at $3,600/year
(paid monthly or quarterly)
*The flat fee for our written financial plans is based on the scope of the work you want us to do for you. $3,600 is the typical fee for a couple in their 30’s and 40’s with normal complexity.