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PRICING

PRICING STRUCTURE

ONGOING COMPREHENSIVE FINANCIAL PLANNING

WHAT WE PROVIDE?

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CASH FLOW
PLANNING

Where your cash is going and how to manage it.

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RETIREMENT

PLANNING

Creating a path to eventual retirement.

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BUSINESS

PLANNING

Get the most out of your business.

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TAX

PLANNING

Developing a strategy to optimize your tax obligations.

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RISK

MANAGEMENT

Review of your coverage and recommendations.

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ESTATE

PLANNING

Ensuring your legacy and assets are protected.

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TAX

PREPARATION

Business & Personal income tax preparation. Additional complexities will demand a higher investment.

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UNLIMITED

SUPPORT

Unlimited phone and

email support

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STAYING

IN TOUCH

Periodic meetings throughout the year, at least annually.

WHAT IS THE PRICE?

Your investment in ongoing financial planning services requires an onboarding commitment of no less than $1,500. Annual subscriptions start at $3,600 per year, billed monthly. These amounts may be adjusted based on the complexity of your situation and your individual needs. The following blended rates apply for investment advisory services. All fees are negotiable.

PRICING STRUCTURE

INVESTMENT ADVISORY

PRICING EXAMPLES:

  1. Single entrepreneur with one business, no employees, and $50,000 in assets under management: $1,500 one-time fee + $300/month paid from cash flow + $52.08/mo deducted from accounts ($50k*1.25%/12)
     

  2. Married couple with two children; husband runs a small business, wife is a manager at a company; $100,000 in assets under management: $2,000 one-time fee + $400/month paid from cash flow + $104.17/mo deducted from accounts ($100k*1.25%/12)
     

  3. Same married couple with $250,000 in assets under management: $2,000 one-time fee + $400/month paid from cash flow + $260.42/mo deducted from accounts ($250k*1.25%/12]
     

  4. Same married couple with $1,200,000 in assets under management: $2,000 one-time fee + $400/month paid from cash flow + $1,062.50/mo deducted from accounts [($500k*1.25%+$500k*1.00%+$200k*0.75%)/12] 
    Blended Investment Advisory Rate =1.06%