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À la carte Pricing


We take pride in our always transparent and straightforward pricing.

Remember, we are a Fee-Only firm, which means we do not earn revenue through any means other than the fees our clients pay us. We do not sell insurance, annuities, or mutual funds to earn commissions. We have no third-party compensation or hidden fees; what you see is what you pay.

Pick and choose any or all of the following services with our à la carte pricing.

Flat-fee Financial Planning

Financial Coaching

for single professionals

without children​



– Financial review & analysis

– Organize & simplify finances

– Customized savings plan

– Debt coaching 

or one-time plan: $1,800

Financial Planning

for retiree and pre-retiree 

individuals and families



+ All previous benefits

– Retirement planning

– Education planning

– Estate planning

or one-time plan: $3,000

Complex Planning

for individuals and families

with complex finances



+ All previous benefits

– Stock options & RSUs

– Complex assets
– Tax planning

or one-time plan: $4,200

Business Planning

for business owners

and companies



+ All previous benefits

– Business & HR plannng

– Employee benefits planning

– Open & manage 401k plans

or one-time plan: $5,400

Additional Services

Investment Management


We have no account minimums and charge 1.25% per year on assets under management under $500,000.

For those with more than $500,000 in investable assets, check out our Comprehensive Wealth Management service offering for discounts and bundled rates as low as 0.60% per year.

Tax Return Preparation & Filing


We have partnered with the amazing team at XY Tax Solutions to provide tax services.

This is a full-service tax return preparation and filing service for those who want a team of experienced tax professionals to handle their taxes for them. Tax returns start at $595, but prices often range between $800 and $1,200.


We have partnered with the amazing team at Trust & Will to provide estate document drafting services.

This is an estate document drafting service to create your last will & testament, trusts, power of attorney, and healthcare directives. Estate documents cost between $150 and $850.

Will, Trust, & Estate Document Drafting

Minimum of 12 months for ongoing subscription financial planning.

Have more than $500,000?
You can bundle and save.

Schedule a free Consultation

Meet with a Financial Planner 1-on-1 for a complimentary, obligation-free consultation.
We will review your financial situation, answer any questions you may have, and explain our firm's offerings.

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