Fundamentals

What you need to get started

Fundamentals is designed for young professionals, newlyweds, and others who are just starting out. We will help you take control of your finances and build a strong foundation for your financial future.

Comprehensive

An in-depth analysis.

Comprehensive is intended for mid-career professionals, high-income earners, and families. We will help bring organization to your finances and provide you with a path for growing and protecting your wealth. 

Retirement

Next stop, retirement.

Are you retiring soon? We will help you make your retirement preparations, set your retirement date, optimize your retirement benefits, and create a retirement income stream. 

Stewardship

All inclusive financial oversight

Stewardship is our premier wealth management solution. We provide ongoing investment oversight coupled with proactive financial planning and tax planning all for one flat annual fee. 


Pricing

Financial Planning fees range from $75 to $500 per month depending on complexity. For example, a retiring couple with extensive assets, rental properties, and other complex financial matters would require a more in-depth approach than a young college graduate who has relatively simple personal finances. An upfront fee may apply. 

Financial Planning agreements typically last for 12 months. We create a calendar for the 12-month period that details our meeting schedule, topics to be analyzed, and other tasks that will be completed. We check in regularly with clients to ensure that our recommendations have been implemented. Upon expiration of the 12-month agreement, clients will have the option to renew for up another 12 months if they wish to continue working with us.