Financial Services and Fees
Want to better understand investing/personal finance? Join the Family Subscription today!
Ready to get your financial affairs in order? Review our Personalized Services.
Family Subscription – $49/mo.
- Invite to Monthly Event
- Educational Seminar
- AMA (Ask Me Anything) Session
- Financial Planning Software
- $400/yr Credit on Personalized Services
Projects (one-time, on-demand)
Financial Planning: $4000*
Financial planning assesses your current situation and identifies financial opportunities to more easily reach your goals. It ensures you’re investing tax-efficiently with a professional portfolio and managing risk appropriately.
Not sure if you’re doing the right things? The financial plan document will summarize the financial planning project with clear action items. We’ll discuss all aspects of your plan in a 2 hour Delivery Meeting so you understand not just what to do, but why you should do it. No question goes unanswered.
*Financial Planning for Pre-Retirees: $4500 (includes additional info on Retirement Transition, Healthcare Marketplace, Medicare, Social Security, Estate Planning)
Financial Checkup: $300
90-minute meeting exploring your financial picture and opportunities for improvement
All Personalized Services include a free pre-engagement meeting to discuss scope and expectations. There is no charge and no requirement to proceed.
Hourly & Custom Projects: $200/hr or agreed upon project price