As a Busy Individual,
You Deserve a Financial Plan That Works for You
No matter where you’re at in life, our goal is to take a closer look at your current situation and develop a plan that revolves around your needs and goals. By building a meaningful relationship, we hope to work toward achieving your short-, medium- and long-term goals.
To understand which of our services are best suited to your objectives, we’ll start with a conversation as if we’re at the local coffee shop, and determine the most suitable next steps for you. We understand that your life moves quickly and is likely very busy, which is why it’s important to take a moment to clarify your goals and the details that truly count.
Our Client-Focused Services Include:
Comprehensive Financial Planning
Investment Management
Income & Tax Planning
Retirement Planning
Investment Analysis
Estate & Legacy Planning
Career Transition
And More
What About Pricing?
☕️ The Expresso Shot
Hourly
Financial Advice
A quick, concentrated dose of financial clarity. Whether you're making a big decision or need a second opinion, this option gives you direct access to a CFP® professional, one hour at a time.
→ Great for: Quick questions, one-time reviews, or DIY investors.
Hourly Advice
$250/Hour
🫖 The French Press
One-Time
Comprehensive Financial Plan
A deep, handcrafted financial plan tailored to your life, your goals, and your money. We’ll work together to organize your financial life, run projections, and give you a roadmap to financial independence—without ongoing investment management.
→ Great for: Busy professionals who want a thorough plan, not a long-term commitment.
Price Range
$2,500-$6,500
🏠 The House Blend
Ongoing Financial Planning + Investment Management
Settle in—we’ve got this. From managing your investments to tracking your goals, optimizing taxes, and coordinating with your CPA and attorney, this full-service option is designed for people who want a long-term partner to handle the details.
→ Great for: People who want to delegate and focus on what matters most.
Starting at
1% of AUM*
*Assets Under Managment (AUM) Blended Fee Schedule
| Portfolio Management & Financial Planning | Annual Fee |
|---|---|
| $0 -$1,000,000 | 1.00% |
| $1,000,001 - $3,000,000 | 0.85% |
| $3,000,001 - $5,000,000 | 0.70% |
| $5,000,001 - $15,000,000 | 0.55% |
| $15,000,001 and above | 0.25% |
Interested in Working With Us?
Through a straightforward planning process, we’ll work to address your needs and goals for the future.