Plans Built With You in Mind
We believe the traditional model of wealth management is broken. So we created a better way.
Transparent pricing and the flexibility to choose what works for you
We don’t believe in a “one-size-fits-all” approach. That’s why we’ve created a transparent and flexible fee model so that you can choose what works best for you.
Financial Plan Design
Our collaborative approach to designing a comprehensive financial plan involves delving into your current finances, goals, timeframe, and more. We analyze multiple scenarios to assess the impact of different decisions on your expected outcome, and we will guide you every step of the way.
You’ll receive:
- A written plan document with specific and detailed recommendations on everything from budgeting to trust structuring.
- An interactive dashboard where you can test the impact of various assumptions on your plan
- A consolidated summary of your net worth.
- A bespoke investment strategy document
Flat Fee starting at $3,750
Implementation & Investment Management
We find that the majority of our clients prefer to continue working with us for ongoing financial plan implementation and investment management so that they can focus on what matters to them.
Investment management clients receive:
- Ongoing investment management
- Help implementing recommendations from your plan
- Regular and proactive reviews to identify new areas of opportunity and ensure you’re on track
- “Anytime” access to trusted advisors for any questions or developments in your life
0.25% to 0.85% per year on assets managed – click here to see our detailed cost structure.
For Investment Management clients, the Financial Plan Design fee will be credited towards your investment management fees for the first year, meaning you get the flexibility to choose how to work with us without any of the extra cost!