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Services & Fees

Two Engagement Options:

Comprehensive Relationship

  • Proactive, ongoing financial planning
  • Investment management
  • Online financial planning and budgeting portal
  • 3 Annual Meetings + Unlimited support

Individuals: $4,200/yr

couples: $5,400/yr

(Billed monthly)

Services Include:

Cash Flow Review & Plan

Investment Strategy

Education Planning

401(k), IRA, HSA, 529, etc. recommendations

Emergency Fund Review

Life & Disability Insurance Evaluation

Basics of Estate Planning

Employer Benefits Review

Tax Return Review

Tax Planning

Stock Compensation Review (RSUs, ESPP, NSOs, ISOs)

Access to RightCapital - Your Personal Planning Platform

Access to MonarchMoney - Your Personal Budgeting Platform

Investment Management

3 Annual Meetings

Unlimited Ongoing Support

One-time Projects

  • Great for DIYers or those looking for a second opinion
  • Choose your desired project scope
  • From 1-2 topics to a comprehensive one-time plan
  • May opt-in to Comprehensive Relationship

$1,500 - $5,000

BASED UPon Complexity


Project Includes:

Identify your desired project scope from any number of services included in a comprehensive relationship.

Examples include: Cash Flow Planning, 401(k)/IRA allocation analysis, Retirement & Education Planning, Tax Return Review & Planning, Company Benefit Analysis, Stock Compensation Analysis, and more

Why Flat Fees?

  • Align fees with the value provided through comprehensive financial planning & investment management
  • Eliminate the conflicts of interest inherent in charging based on assets managed by your advisor
  • A transparent, predictable, fixed fee that doesn't increase just because your investable assets increase
  • No asset minimums

My Approach