PROCESS & PRICING

How it works,
what it costs

You want to get your financial house in order, and we know how to help. Here's what it looks like to work with us, and exactly what it costs.

Abstract digital illustration featuring a blue and purple gradient flowing shape on the right side, with a black background.
Schedule A Call
A person with painted nails typing on a white wireless keyboard at a white desk. There are yellow tulips, a business card, a pen, a wireless mouse, and a cup of coffee on a gold tray in the workspace.

GETTING STARTED

What working together looks like

1
Intro Call
A real conversation, no pitch.
2
Partnership Meeting
We walk through what working together looks like.
3
Onboarding Meeting
We gather your full financial picture.
4
Ongoing
Check-ins and reviews, so nothing gets lost.
view our process

Proactive advice

As situations change, not just once a year.

Real availability

We're here when questions come up.

Timely communication

On markets and the financial world.

COSTS AND FEES

What does it cost?

Fee-Based Relationship Value
Annualized Fee
First $500,000 (if total is under $500k)
1.30%

For relationships in excess of $500,000

First $1,000,000
1.00%
Next $4,000,000
0.85%
Next $5,000,000
0.70%
Next $10,000,000
0.50%
Over $20,000,000
0.40%

Managed accounts are also charged internal fees of investment company products. Fees are incremental and billed quarterly in advance based on the value of accounts at the end of the previous quarter. Full fee details are in our Form ADV Part 2A, available from your advisor.

Calculate Your Estimated Annual Fee

$
Estimated Annual Fee
$0
Estimate only. Full fee details are in our Form ADV Part 2A.

What we cover

One plan. Every part of your life.

A real financial plan isn’t just a retirement number. It’s every piece of your financial life, working together.

  • A circular icon with a checkmark inside, featuring a gradient from blue to purple.

    Your Goals

    What your money should do

  • Digital illustration of a card displaying a dollar sign, with a purple and blue gradient outline on a black background.

    Human Capital

    Your income planned

  • Illustration of a rising line graph with an arrow, a dollar bill icon, and a money symbol, representing financial growth or investment.

    Cash Flow & Net Worth

    Where you stand today

  • An abstract digital illustration of a person sitting in profile with their legs extended in front of them, created with shades of purple, blue, and white.

    Retirement

    When you can retire

  • Gradient icon of a line graph with an upward arrow and dollar sign.

    Investments

    Built to match your goals and risk

  • A purple and white shield emblem with a checkmark in the center, symbolizing security or verification.

    Insurance

    Protecting the plan from life's risks

  • A digital illustration of a graduation cap, color gradient from purple to blue, on a transparent background.

    Education Planning

    Saving efficiently for college

  • A gradient-colored house icon with an upward arrow merging into the roof.

    Estate Planning

    Documents in place and a legacy

  • Digital illustration of a percentage sign with purple and blue tones.

    Taxes

    Pay what’s fair

  • Outline of a hand holding a heart, with a gradient purple and blue fill.

    Charitable Giving

    Giving in a financially smart way

  • Stylized app icon of a calendar with a clock overlay, in purple and blue gradient colors.

    Future Self

    Plan for your future 

  • Digital illustration of a light bulb with a gear and circuit inside, symbolizing technology and thinking.

    Implementation

    Ensuring intentions are matched

TAKE THE FIRST STEP

Ready to see if we're the right fit?

Schedule A Call