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