Our Planning Models
Bronze
Upfront financial planning fee:
$600-$1,500 (covers discovery meeting, initial planning, and implementation meeting)
Subscription:
Beginning at $200/m for ongoing financial planning services
Asset Management:
0.75% asset management fee on any household assets that we directly manage
This model is best for:
Young Professionals, millennials, or those that want to start taking financial planning seriously for the first time
Silver & Gold
Upfront Financial Planning Fee:
$600-$1,500 depending on complexity (covers discovery meeting, initial planning, and implementation meeting)
Ongoing Financial Planning:
$1,500 annual fee waived due to compensation from asset management
This model is best for:
- Upward moving professionals, those that want to optimize their family's finances
- Those entering retirement, high-earning families, and business owners
Asset Management:
Assets From |
Asset-Management Fee |
| $0- $1,500,000 | 1% |
| $1.5 M to $2.5 M | .75% |
| $2,500,000+ | .5% |
Gold clients often require advanced tax-planning strategies along with access to high net worth boutique money managers. Ultra-high asset levels may allow for negotiable asset-management fee.
A Seasonal Approach to Financial Planning
We will work with you to create an organized and prioritized plan which includes:
- Workplace Benefits Optimization
- Financial Goal Planning
- Cash Flow Analysis
- Charitable Planning
- Education Planning
- Estate Planning
- Insurance Analysis
- Investment Planning
- Mortgage/Debt Analysis
- Tax Planning
- Social Security Optimization
- Retirement Planning