Services & Rates:

We offer comprehensive financial planning and asset management primarily to young professionals.

Ya’ll have a lot going on! Paying off student loans, buying and selling homes, getting married, changing jobs, having kids, trying to save for retirement, college, starting a business and so much more.

Where do you start? We weren’t taught how to deal with these things in college!

• Getting organized.
  • We will start off by getting your financial life organized.
  • What are your goals?
  • What do you want?
• Layout a plan.
  • Spending
  • Saving
  • Investing (retirement and more)
  • Risk management
  • Debt management
• Press the Go button!
  • Accounts are opened where needed
  • Set automatic contributions and making transfers
  • Get direction when your life changes or you have questions
• Monitor and modify
  • Life changes and so should our financial plans. We’ll periodically review and modify your plan to keep it updated with your dreams.

We performs financial planning on a fee only basis. For our comprehensive financial planning we charge a one time upfront plan development fee ranging from $500 to $1200 (depending on complexity) and a monthly subscription fee at a rate based on household income. (see table below)

Assets management is offered as a separate service, if desired, for 90 basis points per year or 0.9% per year. We utilize the Betterment for Advisors platform to manage and custody our client’s assets.

We also offer services on a project basis at a cost based on complexity of the project.

Planning Only		Planning | Asset Management
Initial Plan Cost: $1200		Initial Plan Cost: $0 Must have over $399,999 in managed assets
Rate is based on pre-tax annual income		Rate is based on pre-tax annual income
**Your rate will be revisited every 2 years and adjusted based on your current income**		**Your rate will be revisited every 2 years and adjusted based on your current income**
Under $75,000 – $74/month		Under $75,000 – $24/month
$75,000 – $99,999 – $99/month		$75,000 – $99,999 – $49/month
$100,000 – $124,999 – $149/month		$100,000 – $124,999 – $74/month
$125,000 – $149,999 – $199/month		$125,000 – $149,999 – $99/month
$150,000 – $199,999 – $249/month		$150,000 – $199,999 – $149/month
$200,000 – $249,999 – $299/month		$200,000 – $249,999 – $199/month
$250,000 – $299,999 – $349/month		$250,000 – $299,999 – $249/month
$300,000 – $349,999 – $399/month		$300,000 – $349,999 – $299/month
$350,000 – $399,999 – $449/month		$350,000 – $399,999 – $349/month
And so on for every $50,000 in income the rate increases by $50/month.		And so on for every $50,000 in income the rate increases by $50/month.