Financial Planning Services

Our comprehensive financial planning service is designed to help you achieve clarity, confidence, and long-term success with your finances. For a flat fee of $1,500 you receive:

  • A complete custom financial plan that includes:

    • investment advice

    • tax strategies

    • retirement planning

    • cash-flow management

    • insurance review

    • estate planning

    • education funding

  • Unlimited access to your advisor via phone, email, or video

  • Proactive recommendations and implementation support

This is a standalone service, you are never required to move your investments to us.

Optional Portfolio Management (Available After Your Plan is Complete)

If, after working together on your plan, you’d like us to manage your investment portfolio on an ongoing basis, we offer discretionary portfolio management at a fee of one percent (lower for larger accounts) of managed assets.

 

The true cost of advice: Fee-only RIA vs. Hypothetical Traditional Brokerage

Fee Category Our Fee-Only RIA Traditional Brokerage
Advisory Fee 1.00% 1.00% – 1.25%
Sales Commissions (Loads) $0 Up to 5.75%
Total Internal Fund Expenses 0.10% Up to 1.25%
— Incl. Management Fee 0.10% ~ 0.50%
— Incl. 12b-1 Kickbacks 0.00% ~ 0.75%
Cash Sweep Spread 0.00% Up to 0.50%
Total Ongoing Cost 1.10% 2.75% – 3.00%

Ready to get started with financial planning? Schedule your introductory call today.