services offered

Our approach is simple - financial planning and investment advice for a flat fee or an hourly rate, depending on your needs. We have no minimum net worth requirement, BUT if we don't think we can add value we'll suggest places that can help you.

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Deep Dive

For people who want to tackle multiple facets of their finances a Deep Dive is in order.  Pricing will be determined by the complexity of your financial life.

After getting some background information from you via our confidential questionnaire, we'll have a complimentary get-acquainted meeting where we will review your questionnaire together, discuss your goals, hone in on the areas of analysis and advice needed and confirm that tailored financial planning fits your needs.  Before we wrap-up, we'll provide a firm quote for our services.

From there, we'll provide you with a list of the documents we need and then we'll craft a plan designed specifically for you.  We start with a rough draft which we will review together and adjust to ensure that it fits your life and your goals.  After that, we'll create your plan document which will summarize - in language understandable by humans - our findings and recommendations as well as an implementation checklist.  Have questions about anything we covered?  30 days of after-care questions are included.

After the initial engagement it is up to you if you want to go it alone or if you want to keep us in your corner with periodic reviews.

$3,600 - $9,000

That’s quite a range – where will I fit?

The lower end of the scale is where you’ll land if :

  • Your biggest asset is your future earning power, not your bank account or investments
  • Your financial affairs are relatively straight-forward (i.e. Just a handful of investments, no kids college planning, etc.)
  • You need fewer than five planning topics addressed

And the higher end is likely if some or all of these apply to you:

  • You are planning to retire in the next 10 years or less (or are already retired)
  • You own a business
  • Your portfolio contains employee stock options or other forms of equity compensation
  • You are experiencing a high level of financial chaos
  • You need five or more planning topics addressed
Surprises? We aren't fans

and when it comes to service fees we are up-front and clear about what your project will cost.

Quick Reference

  • Live Planning Session $900 - $1,500
  • Deep Dive $3,600 - $9,000
  • Periodic Reviews $1,200 - $3,000