Do you want help on
a single aspect of your financial life?
This is the solution you’ve been looking for.
Perfect for tackling issues that have a definite scope: analyzing an insurance contract or annuity, prioritizing debt repayments, building a bond ladder for retirement income, or simply providing a “second opinion” on an investment portfolio that you or someone else has created.
You name it, we do it.
Expect two meetings after the initial free call: one for us to get all the information we need, and one to discuss our findings and conclusions. In between we’ll research, evaluate, model, and analyze.
And if, after you receive our final report, you want to expand the scope of the project you can always choose to have us continue working at our hourly rate of $295/hr.
All Your Goals
Starting at $195 per month.
Do you want comprehensive help
on all aspects of your financial life?
Ongoing Fiduciary Planning.
A Flat Monthly Fee.
Perfect for that point in your life when it seems like financial decisions are happening all the time.
In the first year, we’ll spend at least six meetings getting clear insight into where you are and where you want to go.
We cover it all: retirement, education, debt, taxes, insurance, estate planning, and more. We’ll build a financial plan with actionable steps you can take right away.
We will even manage your portfolio, if you want, with no additional fee!
We want to minimize any potential conflicts of interest, so the monthly price is determined using simple tiered pricing based on your current net worth:
- up to $1 million: $195/month
- $1 to $5 million: $295/month
- $5 to $10 million: $495/month
- $10 to $20 million: $695/month
- more than $20 million: $895/month