There is no investment or net worth minimum for financial planning services. We are retained by clients through an annual agreement that covers a customized review of financial position, goals/needs, specific recommendations, and access to an online account aggregation dashboard. This engagement covers all meetings and phone calls. We price our financial planning services in a range from $2,500 to $10,000 depending on the individual situation and level of complexity.

For proactive investment management, services are priced depending on the value of investable assets under advisory. Our tiered pricing structure is billed quarterly directly from the account(s) we manage.