Fees & Services
Ongoing Financial Planning
The advice-only financial planning process includes a truly comprehensive review and analysis of your current financial situation, detailed personal recommendations, and most importantly – a measurable action plan to help you achieve your financial objectives with clarity and confidence.
Providing personalized education and advice in your best interest requires a full understanding of your unique financial situation, opportunities, and desired outcomes. Nearly all financial decisions have implications across multiple planning areas, and they should not be considered in isolation.
An ongoing working relationship means you aren’t overwhelmed by a “one-off” hundred-page financial plan, and allows us to calibrate the plan as your life inevitably changes.
Fee: $3,600 - $10,000*
Ongoing Fee: $750 for an individual/$900 for a couple**
*Based on the complexity of your situation
**Billed quarterly after first 12 months
PHASE I: GET ORIENTED
DISCOVERY MEETING
We do a deep dive into your current situation, talk about goals and concerns, and enable me to understand your unique needs and objectives – 60-90 minutes
GET ORGANIZED MEETINGS
Together, we collect necessary information, get you set up on the client portal, and begin to get organized. – 90 minutes
CAST A VISION MEETINGS
We cast a vision for the future, evaluate plans to get there, and set a schedule of activities to tackle over the next 6-12 months. – 60 minutes
PHASE II: NAVIGATE THE JOURNEY
IMPLEMENTATION MEETINGS
Quarterly intentional meetings to work through all of your short and long-term goals. The specific topics and schedule will be provided at the Cast a Vision meeting. – 60 minutes
CALIBRATE MEETINGS
We meet as needed to modify the plan to adjust to your changing circumstances. - TBD
Foundational Financial
We take a deep dive into the specifics of your situation, evaluate the various options you have and paths you could take, and run projections so we can see the impact of your decisions over the long-term. You’ll walk away with clarity on action steps to take next so you can confidently make further progress on your own.
$300 per month
Here’s what else you receive with the Program:
Initial help organizing your relevant financial information
Analyses and preliminary projections prepared before your scheduled meeting by your advisor (this means your meeting time is completely devoted to your planning needs, since we do this work beforehand)
A 1-hour conversation to dig deep with your financial advisor who will help create an action plan for you to use immediately, with a summary action plan to take and implement.
Access after your session to answer any clarifying questions about what to do next to implement your new strategy
Investment Management
If needing professional investment management, we provide service to you now or at a later date when needed.
$00 - $1,000,000 .85%
$1,000,001- $5,000,000 .55%
$5,000,001 - $10,000,000 .35%
$10,000,001 – Plus .25%
*Fees are billed quarterly from an investment account unless agreed upon at engagement.
*(1) Fees are subject to change with advanced notice in writing. (2) Financial planning fees can vary due to the complexity of the overall plan and client situation and may require additional time and fees. (3) Sub-advisors charge additional fees and are disclosed at engagement.
*Note: all fees are based on the prevailing hourly rate and you will only be billed for time actually spent.