OUr Pricing Philosophy

As a fiduciary, our responsibility is to act in our clients’ best interests, including how we are compensated. Our pricing is structured to reflect the depth and scope of the work involved while remaining aligned with the outcomes we help clients pursue.

We use a tiered service structure to meet clients at different stages of their financial lives. Some are beginning to organize and build a foundation while others are managing greater complexity and long term responsibilities. Each level is designed to provide appropriate access, thoughtful guidance and clarity based on individual needs.

Our approach prioritizes transparency, fairness and sustainability so we can deliver independent, high quality advice without compromising trust.

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 Foundation
- 3× Scenario & decision-making meetings
- 2× Tax-focused planning meetings
- 1× Insurance & protection review meeting
- Email and phone support between meetings
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
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

Might Be Right For

Foundation

Emerging professionals

Young families

Purpose-built for a single objective

Thoughtful guidance through high-impact life events

Growth

Builders of tomorrow

Insightful exploration across multiple disciplines

Deeper-dive planning

Advanced planning strategies

Leadership

Complex financial situations

Multi-generational strategies

Support for tax and legal professions

Business

Company builders & enterprise leaders

Self-employed persons

Founders & innovators

Choose your pricing plan

Foundation

Growth

Leadership

Business Plan

Might Be Right For

Foundation

Growth

Leadership

Business