How to work with us

 

 

A financial plan

  • Our hourly rate is $250.
  • A full financial plan ranges from $2,000 to $6,000.
    The scope and fee will be outlined during your initial meeting and confirmed in a letter of engagement and a contract.  A full plan includes a 12-month engagement for follow-up questions and support with your “to-do” list.  At the end of the first year, your planniversary, we’ll assess the relationship and progress.
  • Foundations” program is $750.
    Foundations is a program for young families who only want to make sure that they are covering all the bases and get started in the right direction.
  • Project or hourly basis.  (four-hour minimum)
    For questions that don’t require a full plan, you can engage us on a project or hourly basis.

Asset management

  • Advisory fees range from 1.15% to 0.20%.  Often done in conjunction with a financial plan.

The percentage fee decreases as your assets increase.  We do not require a minimum amount of assets to become a client.

We aggregate all of a family’s assets for the purpose of calculating the advisory fee, so you gain efficiency of scale when members of your family are also clients. 

Subscription service

  • Monthly fees for ongoing planning range from $100 to $400 per month.

Financial planning is a process that requires ongoing monitoring and adjusting.  We partner with you throughout the year to keep you on track and to evaluate financial decisions.  The monthly fee depends on the scope of service that you want.  At the end of every 12-month period we mutually review your needs and adjust the fee up or down as required.