Pricing

Flat-Fee pricing*

We operate without charging commissions from insurance sales or a percentage on managed assets. Your financial well-being is our top priority and pricing is decided upon after our discovery call. Our fees are based on the complexity of your financial situation.

Here are examples of our typical pricing arrangements:

Ongoing Comprehensive Financial Planning Client - $3600+/year

For those needing customized financial planning beyond needs of learning the foundation. Typically those that have graduated residency, solopreneur or business owners, mid-career, own real-estate etc.

Foundational Comprehensive Financial Planning Client - $1800+/year

For those early in their career that is just getting started in their financial journey. Typically residents, students, those just beginning their careers and need to familiarize themselves with the beginnings of building financially health habits.

Project-Based Pricing - ($350+, Depending on complexity)

Maybe you received a lump sum of money from family and you're wondering how to invest it. An insurance agent presented some disability insurance policies, but you don't know what you actually need. How do you do a back-door Roth IRA conversion correctly?

We offer project-based pricing for those needing a second set of eyes on specific issues. Tailoring our approach to your needs, we're here to provide flexible solutions. Rest assured, we will decide on a flat fee before starting the project to avoid surprise bills.
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*The flat fee we charge does not cover additional fees for third-party services that may be needed to implement the plan.
However, we will inform you of any such fees in advance.
For instance, attorney fees for estate document drafting would be communicated upfront.

Pricing FAQs

What does fee-only mean and what’s the advantage?

Fee-only means we charge solely based on the services provided, tailored to the complexity of your financial situation.
Unlike firms that earn commissions from product sales like whole life insurance or annuities, we avoid conflicts of interest by not accepting such commissions.
This ensures our recommendations are unbiased and solely in your best interest.
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Are the prices listed what I will be charged?

The prices listed serve as guidelines. Your actual fee will depend on the complexity of your financial situation, which we'll disclose after understanding your needs and concerns before starting our engagement.

What are the hidden fees?

We determine a flat fee for our financial planning services upfront. Any additional fees come directly from third-party providers, such as attorney fees for will drafting or Solo 401(k) plan provider fees.
You won’t be billed hourly for contacting us.