A Fee-Only financial plan is built around your life — not the other way around.
Because of that, there are no products to sell and no pressure to buy. Just your path forward.
Services & Pricing
Because we're Fee-Only, there are no hidden fees and no commissions — just straightforward pricing for the value we provide.
(Based on complexity)
First, start with a single Fee-Only session or hourly planning meeting.
From there, we'll evaluate your current situation and determine your goals in order to map out your path ahead.
(Based on complexity)
Comprehensive, Fee-Only Financial Planning, combined with a constant partnership to keep you on track — because, as life inevitably happens, your plan should adapt with it.
Assets Under Management
Comprehensive, Fee-Only Financial Planning, along with Investment Management, so that your portfolio stays aligned to match your goals.
Assets Under Management
Annual Advisory Fee
$0-250k
1.50%
$250k–1M
1.00%
$1M–3M
0.80%
$3M–5M
0.50%
$5M+
0.35%
Precision across all facets of the financial landscape, delivered through Fee-Only, single-point accountability.
We believe in diversification, asset location, and asset allocation — as a result, your portfolio is better positioned to weather volatile markets.
We work with estate planning attorneys to ensure your legal documents and beneficiaries correspond with your plan.
In addition to working with your existing tax preparer, we help minimize taxation annually — not just in retirement — by utilizing tax-efficient investment strategies and other opportunities.
We prepare comprehensive modeling with stress-testing, Social Security and Income/Distribution optimization, and retirement determination.
We help those clients, that are charitably inclined, utilize Donor-Advised Funds (DAFs), IRA QCDs, and bunching strategies, to maximize tax efficiencies.
Coordinating your different income sources and account types, we help determine the most tax-efficient savings plan (pre-retirement) distribution plan (post-retirement).
We work with your insurance agent(s) to better understand your policies and determine if gaps in coverage exist.
Whether you're taking on a new loan or paying down existing debt, we help clients review their options and, therefore, make a more informed decision.
We help clients understand educational planning options, from 529s to annual gifting, and everything in between.
We help clients plan and understand these complex compensation options (e.g., RSUs/PSUs, ESPPs, Deferred Comp., ESOPs, stock options, etc.). From mitigating concentration risk, taxation considerations, and distribution strategies.
Our Fee-Only Process
Exploration
30–60 Minutes
Meeting
First, a no-obligation introduction to explore what brings you in and what's urgent — so we can see if we're a good fit.
Questions and curiosities are encouraged.
Discovery
60–90 Minutes
Meeting
Once you're ready to proceed, we'll work together to collect any necessary information — for example, statements, policies, and tax returns. Complimentary assessment of your current situation and review potential updates to maximize efficiencies.
Review pricing and how we can move forward together.
Trailhead
Paperwork
Complete paperwork to start the process - Advisory Agreement & Account Paperwork (if applicable)
We will collect any remaining necessary information as we start the planning process (e.g., statements, policies, tax returns)
Finding Your Path
Plan Building
We will reach out with any clarification questions that arise as we build your initial plan.
We will reach out with any questions that arise during this process
First Steps
60–90 Minutes
Meeting
Together, we review the ‘First Blush’ of your plan, confirm priorities, and determine Action Items & Next Steps to implement.
It is not uncommon to meet 3-5 times, in the first year, as we implement actions and refine your plan.
Walking Your Path
Ongoing Planning Process
Annual
Meeting at least semi-annually and checking in quarterly to continually monitor and update your plan, as life inevitably happens.
Ready to find your path to Fee-Only financial clarity?
Then schedule a complimentary discovery call today.
