Services & Prices
One-Time Plan
One time investment of
$2500
Full review of the following areas
- Goals
- Net worth
- Budgeting
- Investing
- Taxes
- Estate
- Insurance
- Retirement
- College Planning
Annual Retainer
One time investment of
$500 + $175/month
- Everything included in a one time plan
- Greenlight subscription
- College Aid Pro subscription
- Customized learning curriculum
- Comprehensive family financial planning
- Semi-annual review with a CFP®
- One emergency consultation per year
Asset Management
One time investment of $500 + $175/month + 0.25% of (AUM)
- Everything included in financial planning annual retainer
- Asset management with no minimum investment required
- Efficient portfolio rebalancing
- Tax loss harvesting
- Administering tax-advantaged accounts
Targeted Financial Planning Consultations Offered at $250/hr