Starts at $2,700
personalized financial plan
specific and actionable recommendations
top areas of opportunity and improvement
Best For
self implementers who don't want an on going relationship
Simple Pricing
based on your unique financial landscape
$1,200 to $2,700
per year
Billing Frequency
Choose between:
Semi-Annual
15% discount
Quarterly
10% discount
Monthly
full price
Payment Method
automatic ACH from your checking or savings account
secure payments through our vendor Advice Pay
Proactive Meetings
Meet with your client advisor 2 times per year
Review and update your financial progress and goals
Unlimited Support
Get the financial advice, help, and coaching you need.
Unlimited as needed, Zoom, phone calls, and emails
Educate You
and build a financial plan you understand.
Ongoing learning and help you feel confident in reaching your financial goals
Solve Problems
and address financial concern and paint points, not sell products
Monitor Progress
and keep you accountable to your financial goals
Keep in Touch
through an on-going partnership and stay up to date
24/7 online portal access
Tangible Results
and positive financial outcomes from your actions and our recommendations
Our required minimum for investments is $300,000
Managed Assets
Actual Fee %
$300,001-$500,000
0.84%
$500,001-$1,000,000
0.70%
$1,000,001-$2,000,000
0.57%
$2,000,001-$3,000,000
0.50%
$3,000,001 +
0.44%
Example Scenario
Our advisory fee is based on your account value at the end of the previous month
$500,000
Managed Assets on October 31
Fee Breakdown
Annual Fee (.84%) / 12 =
Monthly Fee (.07%)
Ongoing Financial Planning
included w/ investment management
