Services + Pricing

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First Off: Are You New to the Idea of Hiring a Financial Planner?

Please take the time to read the What You Should Know About Working with a Financial Planner before you read about my services.

It’ll be worth it.


Services: What’s Best for You?

Scheduling a Free Appointment will help you to understand my financial planning services and pricing better than anything else. This is especially true if you have never worked with a financial planner before.

But here’s some information on your options:

 

Choose Wealth Mode Planning for the best advice and results.

The biggest benefits to your life and wealth come with through working with a financial planner over time.

This is best for people who want an ongoing relationship and are serious about maximizing their opportunities to build wealth for financial independence.

WEALTH MODE PLANNING

Ranges from

$499 - 3,000

upfront*

+
$70 - 400

monthly**

*Upfront fee is paid half upfront, half at the end of ~2 months. **Monthly fee begins the month after that.

Pricing is individualized and set to be affordable for your situation.

Choose a Consultation for a full review of your finances over 2-3 meetings.

This is best for people who want advice now but don’t want to stay working with an advisor.

The recommendations you get from a full review by a financial planner could still save you thousands of dollars over the long run.

Consultations

All-in-One Financial Plan

$649

or, on a Per Topic Basis:

$150 - 399
Paid half upfront, half at the end.

Continue with Investment Management for added benefits over time.

I have created partnerships with some of the top to provide my clients with top-class investment management services, at a cost that is less than half of the industry average.

This is only available for those who have completed one of the financial planning services listed above.

Investment Management

Betterment:

0.30%

of AUM



XY Investment Solutions at TD Ameritrade:

0.45%

of AUM