Our Services & Fees
When it comes to money,
you deserve full transparency
That’s why we offer two ways to work together, giving you the flexibility to choose what fits your needs. Our fees are straightforward and transparent—no hidden costs, no surprises. You’ll always know exactly what you’re paying for and how it supports your financial success.
Comprehensive Financial Planning & Investment Management
Hourly or Project-based Financial Planning
Comprehensive Financial Planning & Investment Management
Your wealth should support the life you love—we’ll keep your finances on track so you can enjoy the beach, travel, and what matters most. With expert guidance and regular check-ins, you’ll always know what’s next. We’ll walk through the fee details, based on a percentage of your assets, so you know what to expect. See our fees here.
What You Get:
- Comprehensive planning update, tax review, and ongoing proactive investment management that is tailor fit to your goals.
- Best in class technology to view your investments, markets, benchmarks, access planning, tax documents, and more.
- Ongoing Support – Need a quick check-in? We’re here whenever you need us, in person or on Zoom.
Hourly or Project-based Financial Planning
For those who prefer a DIY approach, we’re here when you need expert guidance—whether it’s a one-time project or occasional advice. With flexible support at $400 per hour, you get the help you need without a long-term commitment.
What You Get:
- Expert Guidance – Get advice when you need it, no long-term commitment.
- Flexible Support – Help with projects or planning on your terms.
- Transparent Pricing – Projects are quoted individually and paid half in advance and half upon completion.
