Services and pricing

As a fee-only financial planning firm, our compensation only ever comes directly from our clients. We don’t accept any commissions, referral fees, kickbacks or other forms of payment that could influence our recomendations to you.

Topics we may cover include, but are not limited to:

  • Defining and Refining Goals
  • Cash Flow & Budget Planning
  • Debt Management
  • Student Loan Repayment
  • Retirement Planning
  • Workplace Benefits Analysis
  • Housing Decisions (Rent vs Buy)
  • Education Planning & 529 Strategies
  • Insurance Planning
  • Support with Small Businesses
  • Tax Planning
  • Investment Management
  • Assistance Navigating Estate Planning
  • Unlimited Outreach
  • Multiple 1 on 1 meetings per year

Financial Planning for Individuals

Starting at
$4800/ year
  • Investment management included up to $500k, then an investment fee replaces the financial planning fee

Financial Planning for Couples

Starting at
$7200/ year
  • Investment management included up to $800k, then an investment fee replaces the financial planning fee

If you are ready to take the first step, schedule an introductory call to discuss your financial planning needs.

Get Started