Our Proven Process
Initial Services
A Plan for Every Stage
Aspire 
Transition 
Steady Single, Starting a Family, or a Growing Family
What Does It Cost? $1,800 (A One-Time Fee)
Don’t need a full comprehensive plan?
Topic-specific help is $275/hour.
Near or Entering Retirement
What Does It Cost? $2,300 (A One-Time Fee)
Don’t need a full comprehensive plan?
Topic specific help is $275/hour.
Settled into Retirement
What Does It Cost? $1,200 (A One-Time Fee)
Don’t need a full comprehensive plan?
Topic specific help is $275/hour.
Continuous Services
Progress Throughout Life
What It Costs
Assets Under Advisement Annual Fee Schedule
Up to $2,000,000
1.00%
$2,000,001 – $5,000,000
0.90%
$5,000,001 +
0.85%
Up to $500,000
$500,001-$1,000,000
$1,000,001 +
Your Personal Financial Website
✔
✔
✔
Goal Setting & Plan Update
In Person or Virtual
Every 3 Years
Every 2 Years
Every Year
Ongoing Accountability Partner
✔
✔
✔
Beneficiary Management
✔
✔
Cash Flow Guidance
✔
✔
✔
Investment Management
✔
✔
✔
Performance Monitoring
✔
✔
✔
Goal Tracking
✔
✔
✔
Insurance Management
✔
✔
✔
Investment Review
In Person or Virtual
Annual
Annual
Annual
Separate from Goal Setting & Plan Update Meeting
See account agreements for more information.
Fee schedule is as of 1/30/2019 and subject to change.
On the right track to a Brighter Financial Future?
Before we can build a plan to help you address your financial goals, we’ll need to know a bit more about you. In this short exercise, please answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.
