Financial Advising: Your Way

Our Comprehensive Plan includes every topic of personal finance: from cashflow analysis and budgeting to retirement and estate planning. This all-in-one package is our most popular and includes Investment Management,  student loan analysis, debt pay off strategies and more. Plans range from $250 to $400/month depending on complexity with no up-front fee. 

The Investment Management fee is based on a percentage of assets under management. Our rate is 0.75% for any assets under $1,000,000 and 0.50% for assets $1,000,000 and up. The fee is a blended tier and, like all our plans, we bill quarterly and in arrears. 

Our hourly rate is $200 per hour, although we reserve the right to adjust this up or down based on complexity. Both the hourly rate and an estimated number of hours needed for a project will be discussed and agreed upon prior to an engagement starting.