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Cost of Value
Delivered

Financial Planning Fee


Plan

Cost

Description

Bronze$500Typically appropriate for young professionals, or those accumulating wealth.
Silver$950Typically appropriate for pre-retirees and retirees who require more in-depth planning due to evolving goals and changing life events.
GoldStarting at $1750Typically appropriate for clients and/or business owners with advanced planning needs requiring a higher degree of complexity.

We start with a customized Financial Plan to serve as the road map and guide our decisions along the way towards financial freedom and confidence.

Financial planning services include defining goals, gathering data, analyzing data, developing plan, presenting plan and implementing the plan. The plan is a “living document”, continually updated as life changes and leading us to the appropriate solutions and illustrating your progress every step of the way. We can work on an hourly planning fee basis as well if desired.


Investment Advisory Fee


We are a fee-based firm. This simply means that we charge an annual fee for our suites of services and comprehensive planning approach. We will discuss our fee schedule at an introductory meeting.

Our advisory fees are typically deducted quarterly from your accounts.