When you have equity compensation, own a business, or have an advanced tax situation, you face many tough decisions to make that affect you financially now and in the future. While having to deal with those decisions, you continue to face the various other decisions that life throws at you. We strongly believe that financial planning is a process that adapts to the constant changes in our clients’ lives. Financial planning is not a one-time event, it is a process to help determine the best choices for you today and for tomorrow, and provides value at every state of life. It’s never too early or too late to start.

Our fees are based on complexity and the time that we dedicate together for your goals. Please consider reviewing the chart below to have a ballpark of the fees we charge on a monthly basis. Keep in mind, there are no assets under management (AUM) and no commissions. Simply, an annual fee (paid monthly) as a flat fee-for-service. You are in control and if you choose to do so, you can cancel at any time. Our firm understands trust is not given, it’s earned. By offering a clear and transparent price structure, we hope to start earning your trust and give you value right away.

Disclaimer: The fee range for the “Starter” package is $1,000 - $5,000, and for the “Core” & “Advanced” packages are $3,000 to $12,000 annually. The fee will be decided upon based on the complexity and the needs of the clients and will not exceed the industry standard of 3% on the gross household income.

Click the image above to download a pdf of our pricing guide.