Pricing 2018-01-03T17:15:04+00:00

Financial Planning Programs:

Financial CheckUp

$500one time
  • Financial Life Organizer
  • Email Newsletters
  • One 2 hour meeting to answer as many of your questions as we can with 30 days of unlimited phone and email access

After the financial checkup is completed this fee can be put towards either of the upfront fee of the on-going options

Empowerment Program

$900*annually
  • Financial Life Organizer
  • Email Newsletters
  • Life Goal Planning
  • Investment Planning
  • Retirement Planning
  • Insurance Review
  • Education Planning

Includes annual meetings with unlimited phone and email support

* waived once investments reach $100,000

Financial Life Planning

$1,500*annually
  • Financial Life Organizer
  • Email Newsletters
  • Life Goal Planning
  • Investment Planning
  • Retirement Planning
  • Insurance Review
  • Education Planning
  • Budgeting / Cash Flow Review
  • Debt / Student Loan Analysis
  • Tax Planning
  • Employee Benefit Review
  • Estate Planning
  • Social Security Planning

Includes unlimited meetings with unlimited phone and email support

* waived once investments reach $250,000

Assets Under Management Pricing:

Investments
  • $0 to $249,999
  • $250,000 to $499,999
  • $500,000 to $999,999
  • $1,000,000+

Annual Costs
  • 1.50%
  • 1.25%
  • 1.00%
  • 0.85%

Before we invest funds on your behalf, you must go through one of our Financial Planning programs

Let’s Get Started