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
$600
(Fee can be applied towards holistic financial plan if desired)
Written holistic financial plan
$3,000 - $6,000
(based on 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)
*A written holistic financial plan of normal complexity for clients in their 30s/40s is typically around $3,600 for individuals and $4,800 for families.