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Choose your pricing plan

Find one that works for you

  • Foundation

    600$
    Getting organized and establishing a baseline plan, with focused action on a specific financial topic such as investment analysis, tax considerations, asset protection, or college planning
     
    • Dedicated CFP® professional who knows your full picture
    • 1× Discovery meeting
    • 1× Core planning meeting
    • 2× Follow-up meetings

  • Growth

    1,500$
    A comprehensive planning engagement for clients managing multiple goals that require iteration and deeper discussion
     
    • Everything in Essential
    • 3× Scenario & decision-making meetings
    • 2× Tax-focused planning meetings
    • 1× Insurance & protection review meeting
    • Email and phone support between meetings

  • Business Plan

    5,000$
    A comprehensive advisory relationship that aligns personal and business finances
     
    • Everything in Leadership (applied to family planning)
    • Full business planning support, including:
    • 1. Business financial and tax planning
    • 2. Compensation strategy
    • 3. 401(k), profit sharing, and safe harbor plan
    • 4. Key employee retention strategies and administration
    • 5. Business life insurance and succession considerations

  • Leadership

    3,000$
    An ongoing, high-touch advisory relationship for complex situations and major life transitions
     
    • Everything in Growth
    • Initial strategy reset meeting
    • Ongoing planning and check-in meetings
    • Dedicated advanced strategy sessions
    • Priority scheduling
    • As-needed meeting access
    • 24-hour response time
    • Access to exclusive resources
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