Transparent Pricing for busy professionals
upfront pricing
Transparency in your finances matters
flexible options
Annual or subscription-based planning fees accommodate different career stages and financial situations
Available to Answer Questions
Educating our clients so that they are capable of making empowered financial choices
SMART PLANNING™
TWO WAYS TO PARTNER
Comprehensive planning delivered on your timeline—whether you prefer everything upfront or gradual implementation
WHAT TO KNOW
- Initial consultation determines your specific investment level
- Complexity and scope influence final pricing
- Both approaches address all planning areas
- Advanced situations may require additional time and expertise
- No long-term contracts—annual renewal or monthly with 12-month initial term
SMART INVESTING™
INVESTMENT MANAGEMENT FEE SCHEDULE
Some clients prefer to implement strategies on their own. For those who want ongoing portfolio management, we provide dedicated investment oversight as a separate service from planning. You can learn more about the benefits of our investment management on Our Approach page.
