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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.

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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 Essential
    • 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

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  • Multi-generational strategies

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  • Support for tax and legal professions

Business

  • Company builders & enterprise leaders

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  • Self-employed persons

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  • Founders & innovators

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