Our Philosophy

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.

Pricing Plans

$2,000
per quarter

Financial Planning

Full and continuing financial planning services for you and your family.

Includes up to $800,000 in assets.

$6,000
per plan/project

One Time Financial Plan/Project

We’ll help you build you a one-time plan based on your current assets and positions, or help guide you through a major financial milestone.

Can be credited towards the full Financial Planning option within one year.

$3,000
per five hours

Financial Coaching/Training

Five hours of business and financial coaching/training on any financial topic to help you build financial literacy, business acumen, and wealth mindset.

Financial freedom

Financial Freedom


You are free to invest where you want; you don't have to invest with us

Flexibility

Flexibility


Three different structures to fit your needs

Attentiveness

Attentiveness


Our pricing structure is designed to afford you all of our attention