Fees

Our financial plans typically start at $3000 and increase from there if the complexity of the plan is greater than anticipated in initial conversations. (A sliding scale is available to clients who qualify.)

The first conversation is always free.

Clients who engage us to manage their money often don’t pay for financial planning work. Every client is different and we’ll jointly determine what works best for you.

Our money management fees are generally lower than what can be had with comparable (independent fee only) providers and are often significantly lower than all in fees at a large institution.