Financial Planning Services and Fees
In a financial world filled with jargon and complex disclosures, we like to keep fees straightforward and transparent.
Flat Fee and Hourly Financial Planning
We provide financial planning and advice. All new client relationships begin with a comprehensive initial plan starting at $7,000 based on your unique financial situation.
Typical complexity plans fall between $10,000 and $15,000. Visit our case studies for examples.
Contact us for a personalized proposal outlining your exact fee. After your initial plan is complete, we provide hourly advice at our rate of $385/hour, exclusively to current clients with a plan on file presented within the past 12 months.
Signature coaching Program
We offer an ongoing monthly fee model designed to reflect the depth of our financial services while eliminating commission-based compensation and asset under management fees. Our goal is to provide objective, transparent guidance from an independent fiduciary.
Every Signature Coaching relationship begins with a comprehensive onboarding phase. This includes the development of your custom Holistic Wealth Plan and is completed at a cost of $15,000 to $30,000. If you have already completed an initial plan with us, that amount is applied to the onboarding fee. For initial plans that exceeded $15,000, the full initiation fee is waived.
Once your Holistic Wealth Plan has been delivered, we will meet with you to evaluate the complexity of your situation and determine the appropriate ongoing support level. Monthly fees begin at $3,000 per month.
Examples of Financial Advisory Services and Topics
- Investment account asset allocation
- Asset location strategy and tax efficiency
- Rebalancing plans
- Roth conversions
- Cash flow strategy and planning
- Analysis of competing investment options
- Real estate investment valuation
- 10b5-1 plans
- College savings plans
- Financial goal setting and monitoring
- Debt repayment and PSLF
- Gifting and legacy goals
- Risk management and insurance coverage
- Deferred compensation, options, and restricted stock (RSUs)
- Alternative Investments
- Social Security timing
- Required Minimum Distributions (RMDs)
- Business sales
- Tax efficiency
- Real estate and large purchase decisions
- Assistance in setting up and maintaining investment accounts
- Estate planning strategies
- Windfall or inheritance investment decisions
- Comprehensive retirement planning and subsequent reviews that include savings, spending, and investment goals.
- Business valuation and secondary income planning
We want to be your point of contact for all personal finance and investment questions and concerns. As a client, you can contact your advisor with any finance issue coming your way. Let us find a solution and help you implement it with confidence.
What’s Next?
We provide financial planning and advice. All new client relationships begin with a comprehensive initial plan. Fill out our online form below to receive a complimentary personalized proposal within two to three business days.