Services & Pricing
You consider yourself a modern, progressive professional. You care about the environment, your community, and the well-being of those around you.
You embrace technology and believe in using it to enrich your life and achieve more.
You are never satisfied with the status quo. You strive for continuous improvement and in doing the work to live better and increase your positive impact in the world.
And you want to build wealth to support your dreams.
You are open to help and you like the idea of having someone to pay attention to your money. You would love to have someone "own" the money stuff you never get around to.
And ultimately, you want help defining your reason for building wealth and having a plan to get there.
So what do you get if you work with us? At its core, you get financial peace of mind. You know all those nagging feelings you get because you worry about cash flow, savings for the future, relating with money as a couple or setting up security as a single person, understanding the financial system and generally worrying about the "you don't know what you don't know" stress factor?
All that goes away.
We start with a financial planning project that explores your current situation, gets you organized and focused on taking control of your money, and creating a financial plan that points you in the right direction.
Then, we handle the accountability with you throughout the year, prompting you for needed actions and reviews, handling maintenance and investment management behind the scenes, and paying attention to your financial life so you can relax and free your mind to live your life knowing your money is organized and being handled with intention.
For more details about our process, download a visual explanation via PDF by clicking on the image below.
We Handle the Stuff You Don't Get Around To
Our best clients are busy people who don't get around to managing their money. We're here to help. We act as your personal money coach to provide advice, support, and accountability so you can focus on your life and business without that nagging feeling that you should be paying more attention. We pay attention for you.
- Budgeting and cash-flow planning
- Adopting FinTech
- Retirement planning
- College planning
- Career coaching
- Business mentoring & consulting
- Operational money organization
- Tax planning
- Launching/growing business
- Debt elimination
- Insurance planning and protection
- Buying and/or selling a business
- Lifestyle goals and planning
- Giving & philanthropy
- Relating with money
The scope and structure of this engagement includes:
One-time Initial Planning Fee
- $250 for clients with an annual household income under $50,000
- $400 for clients with an annual household income from $50,000 - $99,999
- $550 for clients with an annual household income of $100,000 and up
Ongoing Financial Planning Fee
- $1,200 annually (paid quarterly in arrears via card or ACH)
Annual Investment Management Fee*
|Assets Under Management||Annual Fee|
|Up to $250,000||1.00%|
|$250,001 - $500,000||0.90%|
|$500,001 - $1,000,000||0.80%|
|$1,000,001 - $3,000,000||0.50%|
|$3,000,001 & above||0.45%|
*billed quarterly in arrears directly from investment accounts