Pricing
Simple pricing that fit your needs.
Hourly Sessions
Investments
Investments+
$400/h
$5,000 + 0.7% (max. 2% total)
$5,000 + 0.7% (AUM > $2M)
Number of hours per calendar year
Unlimited
Unlimited
Extended hours
Unlimited Emails
Financial Strategy
(2 to 3 sessions in general)
Estate Planning Services (Living Trust & Will)
$1,750
$1,750
Other Accounts Monitoring
401k Active Management
High Yield low risk short-term solution | Tax Advantageous – Fees: 0.5%
Portfolio – align your investments with your values
Alternative Investments
Client Portal Access – Investments
Budget & Finance Tool – Monarch Money
Special Financing based on your investments