NOT JUST ADVICE, BUT A FINANCIAL PLANNING EXPERIENCE.
WEALTH MODE PLANNING
Our core service offering, and what most people sign up for.
Comprehensive, ongoing advice with a CERTIFIED FINANCIAL PLANNER™
Begins with a series of 4 meetings over two months
Then, 3-4 meetings per year with your advisor
Open access via email/text for any financial questions or issues
Appointments on weeknights and weekends
Video call meetings for convenience (no need to commute or find a babysitter!)
Affordable monthly billing instead of large fees once or twice a year
Priced to your level of need (income, net worth, complexity, etc.), not on amount of assets
No asset minimums - can work with anyone!
Ongoing accountability, implementation, and follow-up in getting financial tasks done
Investment management at extremely low additional cost
It all starts with a free initial consultation to help you decide if you’re ready.
Here's how it works:
CUSTOMIZED PRICING TO FIT YOUR NEEDS
$499 - 3,000
$70 - 400
*Upfront fee ($499-$3,000) and ongoing fee ($70-$400/month) are based on complexity and depend on what kind of help you'd like throughout each year.
**Ongoing fee is an annual fee paid monthly, and begins after ~2 months.
Customized Pricing Examples
Here are some examples of clients I work with and the cost of their service. These are not exact, but meant to give you a basic idea of the range you might be in.
Recent College Graduate
- $55,000/year income
- 401(k) and Work Benefits
- Student Loan Debt
$499 upfront + $75 monthly
Young Professional with Kids
- $130,000/year income
- Spouse at home
- College Savings Goals
$1,249 upfront + $139 monthly
- $175,000/year income
- Stock Options
- Own home and a vacation home/investment property
- Both have employer benefits that need to be coordinated
$1,749 upfront + $199 monthly
Business Owner with Family
- $250,000/year income
- Business owner / self-employed
- Multiple children
- Significant taxable investments, illiquid property, or wealth tied up in business
$2,499 upfront + $349 monthly
Ready for your free, no-commitment meeting?