Straightforward Pricing.
Professional Guidance.

Tax preparation fees are based on the complexity and responsibility involved in your return rather than simply the number of forms or sources of income.

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After reviewing your initial information, we'll provide a clear quote before work begins so you know what to expect.

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Learn About Tax Preparation

For clients who need help with a specific financial decision—such as Roth conversions, Social Security timing, retirement decisions, education planning or other complex financial questions, we offer project-based and hourly advice.

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Hourly Rate: $250 per hour

Project-Based Fees: Determined by scope and complexity

For our clients that want ultimate flexibility, have smaller project needs, want a second opinion or tend to be confident in their abilities to self-implement recommendations, we do offer an hourly rate.

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No ongoing relationship required

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Hourly Rate: $250 per hour

Focused Financial Planning

Designed for individuals and families who want help with a defined set of financial priorities rather than a comprehensive review of their entire financial life.

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Financial Snapshot and goal review

Cash-flow, savings and debt priorities

Retirement savings review

High-level investment allocation review

Recommendations and next steps

Insurance check-up/ Risk management

Emergency fund & Savings strategy

DIY execution of plan

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Typically 2 planning meetings to build and review your plan.

Starting at $750

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Comprehensive Financial Planning

Customized comprehensive financial plan designed for individuals and families who want their major financial decisions evaluated together as part of an integrated and actionable financial plan.

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Depending on your needs, planning may include: 

Retirement planning

Social Security analysis

Investment and account strategy

Tax-planning opportunities

Education planning

Cash flow management

Retirement income planning

Insurance & risk review

Employee benefit planning

Estate planning coordination

Scenario analysis & projections

Prioritized implementation roadmap

Implementation guidance

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Typically 3 planning meetings to build, review, and implement your plan.

Typically $1,500 - $2,500​

Final pricing is based on scope and complexity and is confirmed before work begins.

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Complex Planning

For clients whose financial situations require planning beyond the scope of a typical comprehensive engagement.

May include:

Business owner planning

Advanced tax planning

Complex retirement strategies

Significant real estate holdings

Equity compensation planning

Succession planning

Philanthropy & Charitable planning

Multi-generational planning

Implementation support

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Custom Scope & Pricing​

Fees are based on the complexity and scope of the engagement and are confirmed before work begins.

 

Ongoing Planning

Ongoing financial planning relationships may be available after an initial planning engagement for clients who want continued advice and support as their financial lives evolve.

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Services and Fees

Customized based on the level of ongoing support needed.

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During your complimentary consultation call, you'll learn how our firm's advisor works with clients, the value you will receive from the financial advisor, the costs associated if you decide to work together and next steps. There is plenty of time for Q&A and to discuss what kind of solutions our firm can offer that make the most sense for you.

Sometimes we may not be a fit for each other, and that's okay. If that is the case, we will be honest with you and make the best recommendation we can to another firm or type of service that may align with your needs more effectively.

FREE

Estate Planning Strategy Session – $500

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For those who need focused estate planning guidance, this service provides:

✅ Estate Inventory Review – Organizing assets, liabilities, and key considerations
✅ Existing Plan Review – Evaluating your current estate documents (if applicable)
✅ Family & Legacy Planning – Aligning your estate with your family’s financial goals
✅ Inheritance & Wealth Transfer Strategies – Planning for efficient asset distribution
✅ Estate Tax Considerations – Strategies to help minimize tax burdens (if applicable)
✅ Education on Estate Planning Concepts – Understanding key documents and strategies

🔹 This service is included at no additional cost in our comprehensive financial planning packages.

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Estate Document Creation – $500

Through our partnership with Wealth.com, we offer the creation of essential estate documents for an additional fee. This service includes:

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📜 Last Will & Testament

📜 Revocable Living Trust

📜 Financial Power of Attorney

📜 Healthcare Power of Attorney

📜 Living Will / Advance Directive

📜 Guardianship Nominations

🔒Secure digital storage (Vault)

🔀 Mapping and Visual Flow Charts

Our AUM (assets under management) fee structure is tiered to provide cost-effective investment management, with lower fees as assets grow.

Annual Program Fees range from 0.45% - 1.25%. Fees decrease at higher asset levels or when combined with other services.

* Account minimums may apply *

Tiered at 0.45% - 1.25% AUM

Proper insurance solutions are the backbone of your long-term financial plan, because they help ensure you meet your financial goals even when the unfortunate circumstances occur. In-depth review and solutions for your current and future insurance needs based on your financial plan and goals. 

Free Quotes

* Individual solutions vary in price *