Service Offerings
Planning Standalone
Tier One
Life Organizer Package $1799
Short-term system designed to organize your life, deliver an objective score in the six major areas of financial planning, and provide insights on ways to improve.
Annual Planning Package $2990
Two to three meetings per year, ongoing accountability, and tracking to optimize your financial life.
Tier Two
Life Organizer Package Plus $3499
Life Organizer Package plus solving a specific complex problem or life event including but not limited to: stock option liquidity, business exit, real estate acquisition/sale, estate transition.
Annual Planning Package Plus $4990
Annual Planning Package with a specific complex problem or life event.
Managed Assets
Tier One
$250k-1.5mm 1.05%
Includes Annual Planning Engagement
Tier Two
$1.5mm-5mm .80%
Includes Annual Package Plus
Tier Three
$5mm + .65%