Flat Fee Financial Planning

Choose from one of three flat fee offerings that best fits your needs.
No commissions, no kickbacks. What you see is what you pay.

Hourly Advice

$225/hour

Billed in 15 minute increments, one hour minimum. Paid via ACH transfer.

How It WorksGet Started

Project Plan

$2,700

Half paid upfront, remaining paid after plan presentation. Paid via ACH transfer.

Included:

  • 60 days of advisor access
  • Investment advice
  • One-time tax analysis
  • Risk management review
  • Estate review
  • Two planning meetings
How It WorksGet Started

Wealth Management

$6,500/year

One fourth paid each quarter, directly debited from accounts at Charles Schwab or ACH transfer.

Included:

  • Unlimited advisor access
  • Investment management (0% AUM)
  • Annual tax letter/tax return coordination
  • Income planning & distribution management
  • Spring financial planning meeting
  • Annual risk & estate review
  • Fall tax planning meeting
How It WorksGet Started

Hourly Advice Process

1. You fill out the contact form.
2. Follow-up email from me, 15-minute introduction call.
3. I provide time estimate for engagement (Between 1 and 4 hours).
4. Sign advisory agreement, schedule meeting.
5. After the meeting, summary email and fee invoice.
Important Notes
You will not be billed for anything prior to signing the advisory agreement, the intital 15 minute introduction is provided free of charge.

Hourly engagements are appropriate for limited-scope questions that can be addressed without the formal data gathering and analysis necessary for a comprehensive plan.

Project Plan Process

1. You fill out the contact form.
2. Follow-up email from me, 30-minute introduction call.
3. Advisory agreement signature, 60-day engagement begins. Questionnaire and secure portal link for data gathering. Half of the fee is due.
4. After uploads, 7 - 10 business days to review. Schedule a virtual meeting to discuss plan and changes.
5. After meeting, 5 - 7 business days for adjustments and second virtual meeting.
6. After meeting, 3 - 5 business days to finalize recommendations. Remainder of the fee due.
7. I remain available for follow up questions until the end of the 60-day window.

Wealth Management Process

1. You fill out the contact form.
2. Follow-up email from me, 45-minute introduction call.
3. Questionnaire and secure portal link for data gathering.
4. After uploads, 7 - 10 business days to review. Schedule a virtual meeting to discuss observations.
5. Recap email following review. Agree to become a client.
6. Allow 3 - 5 business days for Schwab forms & advisory agreement delivery. Sign forms & advisory agreement.
7. Begin implementing recommendations. Additional meeting 4 - 8 weeks later.
8. Move to annual service calendar.

Annual Service Calendar

Included Year-Round
  • Unlimited advisor access
  • Investment management
  • Income plan monitoring
+
Quarter 1
  • Tax Letter & Coordination
Quarter 2
  • Income & Goal Focused Meeting
Quarter 3
  • Risk Review
  • Estate Review
Quarter 4
  • Year-End Tax Focused Meeting
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