Our Fees

A simple offering to help you build a better financial future

Financial Planning-Only

$1,200 /year

Investment management not included

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Cash Flow and Debt Planning

Tax and Retirement Planning

Estate & Risk Management

College Planning

And More

Investments + Planning

0.60% of AUM

Max fee of $24K/year

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Retirement Income Planning

Tax-Efficient Investing

Financial Advice & Guidance

Quarterly Check-ins and Annual Reviews

And More