Objective financial advice, simply and affordably on your terms. Initial planning fees start at $600 and ongoing financial planning fees start at $60 a month and a $300 hourly rate.

Initial financial planning services

Initial assessment and discovery meeting

Normally $600

Limited Time Offer!


(Fee can be applied towards holistic financial plan if desired)

Written holistic financial plan


(based on normal complexity)

Ongoing financial planning services

Wealth Builder Membership


Hourly as needed advice for members $300/hour

Private Client

Flat fee based on complexity. Starting at $3,600/year

(paid monthly or quarterly)

*The flat fee for our written financial plans is based on the scope of the work you want us to do for you. $3,600 is the typical fee for a couple in their 30’s and 40’s with normal complexity.