Fees

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!

$300

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

Written holistic financial plan

$3,600*

(based on normal complexity)

Ongoing financial planning services

Wealth Builder Membership

$60/month

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. The financial plan fees generally range from $3,000 to $6,000.