We’re different than most financial advisory practices out there. That’s because we do fee-only planning. We don’t push products, sell you insurance policies you don’t need, or require you to have a million dollars before we will help you.
Instead, we charge a flat fee in exchange for advice. Pretty simple. We personally value transparency, so we put our costs right out in the open.
We believe personal finances function like a complex eco-system so we don’t offer one-off meetings. Rather, we’ve chosen to create two separate processes that have different life/financial stages in mind.
Learn how to take charge, get out of debt and start saving for your future.
$650 start-up fee for month 1 + $175 per month for months 2-6
*Recommended for those under $100k in net worth who have at least one month’s worth of expenses in savings.*
Create a detailed plan to make the most of your money and achieve your long-term goals.
approximately 1% of net worth per year, excluding your primary residence
($4200/year minimum engagement, broken up into quarterly payments)
*This tends to be the best fit for those with at least $150k in net worth*