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Money Planning

Choose the Level of Support That Fits Your Life

We believe you should know what you pay and what you get, before we ever talk. Below you'll find our planning tiers, investment management fees, and estate planning packages. No hidden agendas, no surprise charges.

What every membership includes

No matter which tier fits you, every planning relationship comes with the same foundation.

A personalized financial plan

One connected strategy across cash flow, taxes, investments, insurance, retirement, and estate, not a stack of disconnected accounts.

Direct access to your advisor

Regular planning meetings plus check-ins by phone and email in between, so you're never waiting until next year to ask a question.

A clear, ongoing process

Discover, prepare, decide, then review every year as your life and goals change.

Plain-English guidance

Every recommendation explained so you understand the why, not just the what. No jargon, no sales pitch.

Coordination with your other pros

We work alongside your CPA and attorney so everyone is rowing in the same direction.

Transparent, published pricing

You see every fee before you commit, and there are no asset minimums to get started.

Pricing Questions

Ongoing planning includes regular check-ins, plan updates as your life changes, cash flow guidance, and coordination across investments, taxes, insurance, and estate planning, depending on your tier.

No. You can engage us for planning-only services. Investment management is optional and priced separately via our AUM schedule.

Clients who commit to ongoing planning receive a reduced AUM rate because we're building a deeper, long-term relationship with more comprehensive advice.

Estate packages are a one-time fee. Pricing is significantly lower when bundled with an active monthly planning membership, and we'll walk you through exactly what's due before you commit. Real estate retitling, when needed, is $199 per deed.

Not sure which plan fits?

Schedule a call and we'll walk through your situation together.

Schedule a Call