It's time. Invest in yourself and your future.

During your complimentary consultation call, you'll learn how our firm's advisor works with clients, the value you will receive from the financial advisor, the costs associated if you decide to work together and next steps. There is plenty of time for Q&A and to discuss what kind of solutions our firm can offer that make the most sense for you.

Sometimes we may not be a fit for each other, and that's okay. If that is the case, we will be honest with you and make the best recommendation we can to another firm or type of service that may align with your needs more effectively.

FREE

Proper insurance solutions are the backbone of your long-term financial plan, because they help ensure you meet your financial goals even when the unfortunate circumstances occur. In-depth review and solutions for your current and future insurance needs based on your financial plan and goals. 

Free Quotes

* Individual solutions vary in price *

In-depth review of your future education savings needs with an actionable education investment plan that typically includes: 529 & other educational savings/ investing plan strategies, financial aid guidance and alternative strategies.

Starting at $500

Our "Essential Financial Planning" is a comprehensive financial plan ideal for most clients, and addresses everything from retirement planning, children's education, insurance strategies, starting or running a business, cash flow management, investment advice, major life events, creating an estate plan and tax planning. 

We will conduct a minimum of three meetings to build, review and implement a comprehensive financial plan with actionable strategies to achieve your financial and life goals.

Starting at $2,000

Our "Advanced Financial Planning" is ideal for clients with more complex scenarios such as multiple business, high equity compensation and complex investing strategies. Minimum four meetings to build, review and implement your comprehensive financial plan with insights and actionable strategies to advance your business and/ or personal financial objectives. 

Starting at $4,500

Ongoing planning and support after initial plan implementation is available and has flexible terms with quarterly review meetings and reasonable access all year round after initial setup. This option is great for DIYers with a higher than average net worth or families with complexity that need ongoing advice and consultation. 

Initial planning fee

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Retainer fee starting at $4,000/ yr

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For our clients that want ultimate flexibility, have smaller project needs, want a second opinion or tend to be confident in their abilities to self-implement recommendations, we do offer an hourly rate.

Paying an advisor by the hour can often times be the most cost effective way to receive financial advice.

Hourly Rate is $250 per hour

Sometimes you aren't ready to pull the trigger on hiring a financial advisor for one reason or another. That is okay!

For those that aren't ready, or just interested in learning more about money, investing and personal finance...we have created an online course for you to become more confident with your finances and have a working knowledge of managing and investing your money.

* Coming Soon *

* Click HERE to get on waiting list! *

Our AUM (assets under management) fee structure is a tiered model to better serve our clients.

Annual Program Fees range from 0.45% - 1.25%, with tiers and reduced rates on higher asset levels and/ or other service offerings.

* Account minimums may apply *

Tiered at 0.45% - 1.25% AUM

Whether it is planning for a divorce or selling a business, specialized guidance would include a deep dive into your unique situation and provide you with actionable planning and strategies to protect, minimize impact or enhance your financial well-being. Each scenario is unique in its challenges so pricing will vary.

Hourly Rate of $250 per hour

On a case by case basis when it makes sense we will offer other "targeted" planning services for topics such as: tax planning, insurance planning and strategy, retirement only planning, business only financial planning, budgeting and estate planning. 

Targeted plans start at $1,000