Our services come in two tiers:
At this level, we bring you through our one-on-one financial planning training course as we work together to develop a comprehensive roadmap for your future. We’ll walk you step by step through how to build a plan that puts you on track to meet your goals.
At this level, we serve as your personal financial guide to ensure you stay on track for success. We’ll work with you to build a financial roadmap, and then we’ll implement and monitor it for you, providing updates and suggesting changes when needed along the way.
|Comprehensive Financial Plan||Starting at $6,000|
|Household Assets Under Management||Annual Fee as % of Assets|
|Up to $750,000*||1.15%|
|$750,000.01 to $2,500,000||0.85%|
|$2,500,000.01 to $5,000,000||0.65%|
|$5,000,000.01 and up||0.40%|