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

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