Flat and Fair Pricing

We believe financial planning compensation should be flat fee, just like any other professional service. As such, our rates are as follows:

• Hourly financial planning and business consulting: $250 per hour, on-going planning starts at $1,500 per person, $3,000 per couple.  We do not charge AUM fees, receive commissions, or have any other compensation.

• Business accounting setup: based on complexity. Most owner-operator business setups are $1,500 including three meetings with accounting-based training.

• Tax preperation services are competitive

• No account minimums or ongoing commitment required. Unlike many firms, we don’t require you to invest a certain amount or book full-hour sessions—meetings and planning are billed based on your needs and time used.