Fees & Process



How Does This Work?

Identify your needs Determine the service model Start solving your problems! 




Which service model is best for you?




Comprehensive:


Our comprehensive service model provides advice to questions that are more complicated and require more investigation to properly advise on. These questions include:

  • Are you doing the right things financially? What things may you be missing?
  • What type of goals should you be setting for yourselves and family? What opportunities may exist that you are not aware of? 
  • How much should you be spending, saving or paying down debt?
  • How should you be investing your money?
  • How much money do you need to achieve financial freedom? 
  • How should spouses be combining finances and talking about money?
  • How should you be financially preparing for a family?
  • Will your family be okay if something were to happen to one or both of you?
  • How much should you be saving for your children's education? 
Project-based:


Our one-time project-based service model provides advice to specific, more straightforward questions. These questions include:

  • How should you be paying down your student loans? Should you change your repayment plan or refinance? 
  • What types of employee benefits should you be utilizing? What types of investments should you pick in your employer-sponsored plans?
  • What should you be doing with your stock options or restricted stock?
  • What are your options to fund your children's education?
  • How much and what types of insurance should you have? 

Where Do You Start?

Whether you're looking for an ongoing relationship or help with a one-time project, we always start the same way.

(Click a step to learn more).

1. Confirm We Are A Good Fit
3. Email You a Proposal
5. Let’s Get Started On Your Path To Financial Freedom!
2. Discuss How We Can Help
4. Think It Through
1. Confirm We Are A Good Fit
2. Discuss How We Can Help
3. Email You A Proposal
4. Think It Through
5. Let’s Get Started On Your Path To Financial Freedom! 

Our Comprehensive Service Model Process

Cost: $1,000 one-time upfront fee
+ fixed annual fee (paid monthly or quarterly).

Here's a deep-dive into what our process looks like...



upfront work



Think of this service as going to the doctor and asking "Am I healthy? What should I be doing?". The doctor needs to fully understand your medical history and diagnose your current medical condition before providing any recommendations. The same concept works for financial planning. 

Here's how it works after you sign up:

(Click a step to learn more). 

1. Set Direction For Your Money

Meeting

3. Present Our Initial Recommendations

Meeting

5. Review Our Progress

Meeting

2. Organize Your Financial Life

Work Between Meetings

4. Prioritize And Start Implementing Action Items

Work Between Meetings

1. Set Direction For Your Money

Meeting

2. Organize Your Financial Life

Work Between Meetings

3. Present Our Initial Recommendations

Meeting

4. Prioritize and Start Implementing Action Items

Work Between Meetings

5. Review Our Progress

Meeting



Ongoing relationship



Just like you periodically go to the doctor, we meet three times a year to make sure you are in good health, completing the things you have agreed to, and making the appropriate adjustments based upon your health. The only certainty is that things will change – your goals, your values, your career, etc. and we are here to help you navigate through those changes. 

Financial planning is a continuous process instead of a one-time thing. It's important to set a long-term strategy, but that strategy should be broken into annual goals and adjusted to reflect life's changes. 

Unlimited email and virtual support.

3. Fall Meeting

Learn More...

1. Winter Meeting

Learn More...

2. Summer Meeting

Learn More...

We’re always here for you when things come up between meetings. Don’t be a stranger.

Our Project-Based Service Model Process

Cost: $200/hour * projected number of hours = fixed project fee

As opposed to going to the doctor, think of this service as going to the emergency room and asking "Is my leg broken?". Depending on the condition of your leg, it may be straight forward, or it may take more time to answer. The emergency room doctor will answer your question, but won't also tell you that you need to start exercising to lower your blood pressure. This service model is the same concept.

We provide guidance to specific, straightforward questions without diving into your full financial health. 

1. Mutually Agree Upon Scope
3. Present Our Initial Recommendations
2. Organize Your Financial Life
4. 30-Day Follow-Up Email Support
1. Mutually Agree Upon Scope
2. Organize Your Financial Life
3. Present Our Initial Recommendations
4. 30-Day Follow-Up Email Support

Let's Chat

We invite you to stop worrying about your money and start investing in your financial future. Let us alleviate your concerns and guide your journey to financial freedom. 


Get In Touch:


Contact Info:


Read About Us!


Not Quite Ready?


That’s okay! You can download our free guide and subscribe to our blog to help you make better decisions with your money.