Rates and Details

Ongoing Planning Client
Profile:

You’re looking for a holistic, step-by-step approach to clarify, simplify, and organize your financial life according to your goals and values.

Services:

Goal-setting work to help us determine what you’re really working towards financially.

A financial plan that covers:

  • income and expenses

  • debt

  • savings

  • investments

  • employee benefits

  • tax planning

  • retirement

  • legacy and estate planning

  • additional topics as needed

A client on-boarding and goal setting meeting, and 4 scheduled meetings per year conducted in-person or virtually. Phone or email support as needed.

Fee:

One-Time, Onboarding Fee of $1500 for individuals, and $2000 for families of 2 or more, plus an Annual Subscription Fee, billed quarterly at $500/quarter.

Investment Client
Profile:

You seek professional investment knowledge and expertise to manage your investments at a low cost, and in accordance with your financial goals.

Services:

Ongoing investment management services on some or all of your investment or retirement accounts. Support and Communication is related to investment management, which will include an initial and at least an annual review of:

  • Investment Goals

  • Risk Tolerance

  • Time-horizon

  • Investment Strategy

All investment accounts are periodically rebalanced. Socially Responsible Investments are available by request.

Fee:

Up to $1 million in investible assets: 0.75% annual management fee.

Amounts over $1 million in investible assets: 0.5% annual management fee.