Our Fees: Full Transparency

Transparency is a core value of our practice, including all fees. Our options are designed so that anyone can obtain financial advice and resources, regardless of where they are in life.


LEARNING



CONSULTING

Flat Fee
or Hourly

PLANNING

Flat Fee
or Hourly

INVESTING

% of Assets Under
Management

Educational Resources

  • Newsletter
  • Education Center
  • Articles
  • Initial Consultation Call

Personal Financial Tools

  • Personal Financial Portal
  • Family Love Letter

Financial Planning Advice

  • Investment Planning
  • Retirement Planning
  • Estate & Charitable Giving
  • Risk Management & Insurance
  • Income tax planning
  • Cash Flow & Budget

Advanced Time Segmentation®

Meeting with Advisor

As RequiredAnnual
(1-2 times per year)
Annual
(2-4 times per year)
Get Started with
LEARNING
Get Started with
CONSULTING
Get Started with
PLANNING
Get Started with
INVESTING

Our pricing methodology explained HERE