facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause Share Arrow Right

Our Planning Models

Our Planning Models

Bronze

Upfront financial planning fee:

$600 (covers discovery meeting, initial planning, and implementation meeting)

 Subscription:

$100/m for an individual, $125/m for a family 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 value 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- $1,500,00 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.


We will work with you to create an organized and prioritized plan that 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