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Comprehensive Financial Plan*
Flat fee of $1,500 - $3,500 (depending on complexity)
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Fresh Start Program (2-4 month intensive financial coaching curriculum)
Flat fee of $1,500
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Financial Confidence Program (Ongoing financial planning and/or coaching)
- GOLD Program ⇒ $4,800 annual fee, payable either monthly or quarterly.
- SILVER Program ⇒ $3,000 annual fee, payable either monthly or quarterly.
- BRONZE Program ⇒ Less than $75,000 AGI: $1,200 annual fee, payable either monthly or quarterly.
⇒ Greater than $75,000 AGI: $1,800 annual fee, payable either monthly or quarterly.
- GOLD Program ⇒ $4,800 annual fee, payable either monthly or quarterly.
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Investment Management
Annual fee of .9% AUM, billed quarterly, in advance
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Hourly Rate*
$180/hr billable in 15 min increments
