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 comprehensive financial planning and advice. All new client relationships begin with a comprehensive initial plan tailored to the complexity of your financial situation.
Most engagements fall between $10,000 and $15,000. You may visit our case studies for examples of plan scope and complexity. After the initial plan is complete, we provide hourly advice at $385 per hour exclusively to current clients with a plan on file presented within the past 12 months.
To continue receiving advisory access beyond the first year, clients may renew their plan annually. An annual renewal allows us to revisit assumptions, update strategy, and ensure your financial plan remains aligned with evolving circumstances.
Signature coaching Program
Our Signature Coaching relationship is built for individuals and families who want an ongoing partnership with an independent fiduciary.
Each relationship begins with a comprehensive onboarding phase, where we develop your custom Holistic Wealth Plan addressing tax strategy, investment oversight, estate planning, risk management, and long-term legacy design.
Your plan presentation marks the start of continued advisory support. We meet with you throughout the year for structured reviews and strategic planning sessions, providing proactive guidance as new decisions arise. Clients also receive access to firm events, including our annual conference, along with direct access to our advisory team.
This relationship is designed for those who value consistent, high-level oversight and a long-term financial partner.
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)
- Concentrated positions
- 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.