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

Up to 6 scheduled meetings per year, conducted in-person or virtually. Phone or email support as needed.

Fee:

One-Time, Onboarding Fee of $800 for individuals, and $1200 for families of 2 or more, plus an Annual Subscription Fee, billed monthly at $100/month. 

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.

Situational Client
Profile:

You seek targeted solutions to a specific financial goal or situation you’re currently facing in life.

Services:

Recommendations and service related to your specifically defined need or concern. This includes:

  • An initial consultation to define the project goal (up to 60 minutes)

  • 3-4 hours of research/planning time for the financial planner.

  • A follow up meeting where the planner reports out and makes recommendations.

Ongoing support is provided only as related to the work performed. Additional services, outside of the scope of the defined situation will be billed separately as requested.

Fee:

$500-$1000 depending on complexity

Group consultations, speaking engagements, and all other work outside of what is described above is billed at a rate of $200 per hour.