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.
*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.