Our Fees: Full Transparency
Transparency is a core value of ours, including the fees that clients pay. Our options are designed so that anyone may obtain financial advice and resources from us, regardless of where they are in life.
Since our start, we have proudly offered pro-bono planning services to ANYONE in need of financial advice, but without the means to pay for it. Please inquire.
LEARNINGComplimentary |
CONSULTINGFlat Fee (Hourly Basis – Negotiated) |
PLANNINGFlat Fee (Hourly Basis – Negotiated) |
INVESTING.50% – 1.25% of Assets |
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Educational Resources
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Personal Financial Tools
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Financial Planning Advice
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Time Segmentation of Assets(Into “Buckets”) |
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Calls/Meetings with Advisor |
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As Needed | 2-4 times per year | 2-4 times per year |
Get Started with LEARNING | Get Started with CONSULTING | Get Started with PLANNING | Get Started with INVESTING |