Three Ways We Typically Work With Clients

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1. One-Time Financial Plan

For those who want clarity, direction, and a plan they can implement on their own.

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This is a good fit if you:

• Prefer to manage things yourself

• Want a second opinion

• Need help organizing and prioritizing your financial decisions

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Includes:

• A comprehensive financial plan

• Personalized recommendations

• A clear roadmap you can follow

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Cost:

Most initial financial planning engagements fall between $1,200 and $2,000, depending on complexity and scope.

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Many clients fall closer to the middle of that range.

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2. Ongoing Financial Planning

For those who want to stay in control but value having a professional to check in with regularly.

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This is a good fit if you:

• Want accountability

• Prefer to manage your own investments

• Want to make sure you’re staying on track over time

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Includes:

• Initial financial plan

• Ongoing reviews (annual or periodic)

• Continued access for questions and guidance

• Financial planning portal for tracking and organization

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Cost:

Typically $1,000 to $1,500 annually, depending on the level of support needed.

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3. Ongoing Planning & Investment Management

For those who want a more hands-on, long-term relationship.

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This is a good fit if you:

• Want help managing investments

• Prefer ongoing guidance and coordination

• Want someone to help handle the details over time

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Includes:

• Financial planning

• Investment management

• Ongoing advice and support

• Assistance with account and service-related items

• Financial planning portal for organization and tracking

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Cost:

Approximately 0.80% to 1.00% annually on assets under management, depending on size and complexity.

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A Note on Fees

For clients who move into an ongoing relationship, the initial financial planning cost is often reduced or incorporated into the overall engagement.

We’ll always walk through costs clearly before moving forward so you understand exactly what to expect.

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Our Approach

We don’t believe in one-size-fits-all pricing.

The goal is not just to create a plan—but to help you feel confident in the decisions you’re making.

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Where to Start

If you’re not sure which option makes the most sense, that’s completely normal.

Most people start with a simple conversation.

Schedule a 15-Minute Clarity Check

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No pressure—just a chance to talk through your situation and see what next steps might make sense.