Financial Coaching

Engagement Term
Price Per Month
 
3 month engagement
$200/month
 
6 month engagement
$150/month
 
12 month engagement
$125/month
 

 

Investment Management

Assets Under Management
Fee
 
$500,000 and under
1.5%
 
$500,000 to $1,000,000
1.0%
 
$1,000,000 and above
0.5%
 

*Additional discounts apply for Financial Planning clients  

Financial Planning

Plans
Included Services
Price
 
One Time Essential Plan
Savings, Investment, Retirement, and Insurance Planning
$2,500
 
One Time Advanced Plan
Essential Plan Plus Education, Tax, and Estate Planning
$4,500
 
Essential Plan with Ongoing Planning and Review
Savings, Investment, Retirement, and Insurance Planning
$250/month
 
Advanced Plan with Ongoing Planning and Review
Essential Plan Plus Education, Tax, and Estate Planning
$450/month