Services & Prices

Family Financial Planning

One time up front investment of $500 +$189/month

  • Access to FHE modules for family financial education
  • Review of all submitted units
  • Greenlight subscription
  • College Aid Pro subscription
  • Full access to financial planning software
  • Family financial planning FHE customized learning curriculum
  • Comprehensive family financial planning
  • Semi-annual review with a Certified Financial Planner (CFP)
  • One emergency consultation per year

Family Financial Planning Plus

One time $500 upfront investment of $500+ $189/month + 0.15% of Assets Under Management (AUM)

  • Everything in included in family financial planning 
  • Asset management with no minimum investment required

One-Time Family Financial Plan


  • One time Family Financial Plan

Hourly Work

$250 hour

  • One time consultation

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