Ongoing Planning and Investment Management
We work together to build a financial plan and a roadmap to achieve your goals. After that, we move into the implementation phase, where you have unlimited access to our team. Consider us your partner in money as we track your progress toward your goals.
Annual Cost is $4,000 for individuals and $6,000 for couples, with $1,500 / $2,250 due up front (for an individual/couple). The rest of the fee will be prorated and paid monthly or quarterly in arrears. The annual fee may vary based on complexity and includes investment management of up to $500k in assets. Fees for the management of assets over $500k are calculated as 0.75% of account balances above $500k.
One-Time
Financial Plan
For the DIY type. We build a financial plan over 4-5 meetings and you will walk away with detailed action items to implement yourself. We will be around to answer any questions for six months from the start of the engagement.
One-Time Financial Plan fees are $2,500 for individuals and $4,000 for couples with $1,250 / $2,000 due up front (for an individual/couple) and the rest due upon plan delivery. The fee may vary based on complexity.