As a fee-only financial planning firm, we do not charge based on transactions or investment type. Instead, we charge a flat fee for our services.
We offer three options to help you achieve your financial goals.
Five hours of business and financial coaching/training on any financial topic to help you build financial literacy, business acumen, and wealth mindset.
You are free to invest where you want; you don't have to invest with us
Three different structures to fit your needs
Our pricing structure is designed to afford you all of our attention