Clarify Your Vision of a Fulfilled Life and then Create a Financial Plan to Get there

Our Services & Costs

For Do-It-Yourselfers

Project-Based Financial Planning

If you prefer to manage your own investments and implement recommendations, our Project-Based Financial Planning services provide you with personalized financial strategies designed to live a worry-free financial life and secure your financial freedom, helping you achieve long-term stability and peace of mind. We tailor each plan to your unique goals, ensuring that every aspect of your financial journey is covered.

Services Include:

  • Life Planning

  • Cash Flow Planning & Debt Management

  • Investment Strategy & Planning

  • Business Planning

  • Education Planning

  • Equity Compensation Planning (RSUs, Stock Options, etc.)

  • Employee Benefits Planning

  • Tax Planning

  • Financial Freedom Planning

  • Major Purchase Planning

  • Retirement Planning

  • Estate Planning

  • Risk Management

  • Insurance Planning

  • Charitable Planning

  • Complimentary 60-day Implementation Support following project completion

Costs:

Services typically range from $3,888 to $15,888, depending on the complexity of your situation and hours needed. Prices may vary. Optional hourly support is available at $388 per hour following your complimentary 60-day implementation support period.

For Full Delegators

All-In-One Wealth Management

If you prefer a hands-off approach, our All-In-One Wealth Management services provide you with comprehensive financial guidance and proactive investment management. We create personalized strategies that safeguard your wealth while promoting growth, all tailored to your specific goals and evolving market conditions.

Services Include:

Everything in our Do-It-Yourself offering, plus:

  • Unlimited Access to Your Fiduciary Advisors

  • Proactive Financial Life Planning

  • Proactive Check-ins

  • Annual Comprehensive Review

  • Ongoing Allocation Monitoring

  • Ongoing Investment Rebalancing & Management

  • Proactive Portfolio Tax Loss Harvesting

  • Complimentary Access to Outside Managers

  • Unlimited Proactive Implementation Support

Costs:

Fees are based on a percentage of Assets Under Management (AUM), which refers to the total value of the investments we manage on your behalf. Fees are billed quarterly in advance, with a minimum annual fee of $8,888. Below is our fee structure:

$0 - $1,000,000: 1.00% of AUM

$1,000,001 - $3,000,000: 0.75% of AUM

$3,000,001 - $10,000,000: 0.55% of AUM

$10,000,001 and above: 0.35% of AUM

Schedule A Complimentary Call

“Tell me, what is it you plan to do with your one wild and precious life?”

— MARY OLIVER, AMERICAN POET

 FAQs

  • Yes. We abide by the fiduciary standard 100% of the time.  Investopedia explains it like this: “A fiduciary’s responsibilities are both ethical and legal. When a party knowingly accepts a fiduciary duty on behalf of another party, they are required to act in the best interest of the party whose assets they are managing.”

  • Yes. The only income we receive is from our clients for our services provided. We do not receive any other income from any other third parties.

  • Nope! Either you want to manage your own investment accounts or still early in building your wealth, we tailored our service offering of project-based financial planning to meet where you are.

    There are too many other big life things going on: buying a new home, traveling, saving to your 401(k), having babies, buying life insurance, switching jobs, moving, changing careers.

    We believe the benefit of receiving good financial advice compound over time so we want to work with you without the minimum required assets barrier.

  • We are a fee-only firm, which means we get paid only by you, the client, not by selling any products or making any referrals to other providers.

    We are also a fiduciary, which simply means we put your interests first.

    Put together, this means that if we recommend an insurance policy or a mutual fund to you or suggest you take some action, or connect you with a CPA or estate planning attorney or insurance broker, you know we’ve done so because we think it serves your needs the best, not because we am making money off of it. Because we aren’t.

  • Our project-based financial planning services are typically quoted in fixed fee ahead of our engagement, based on the complexity of your situation and the hours roughly expected to work on your project. We believe this flat project fee quoted in advance will allow you to have a better planning experience, making the most out of the fee you pay us.

    Additionally, as needed, we also quote hourly planning services at our current rate of $388 per hour.

  • Yes, of course. You can cancel the relationship at any time.

    Our All-In-One Wealth Management clients pay their annual fees on a quarterly basis. If you cancel, we will refund you for whatever portion of the quarter remains.

    Our Project-Based Financial Planning clients pay their fee in two payments: $500 deposit upfront and remaining balance due at completion of the financial plan, we’ll calculate the fees for the hours we already worked on your project and refund you the remaining pre-paid balance if any, or invoice you for underpayment if any.

    That said, the value of this work only grows over time. While we can never predict the future, we want you come to this work with the hope of a beautiful, long-lasting relationship. And if you find yourself not getting what you need from this work, at any time, just tell us!

Let us help you power your dreams through holistic, personalized financial planning.

Schedule A Complimentary Call