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Pricing for our services...

Our wealth management services are priced as follows:

- Comprehensive Planning Fee. $500 to $20,000  Covers the approximately 10 hrs to create initial comprehensive plan + 1.5hr planning session to discuss recommendations

-Retainer Services $100 to $1000/mo. Covers ongoing financial advice and service (e.g. access to client portal, planning meetings, ad-hoc meetings for financial advice)

-Investment Management Fee (starting at 0.85% per year).  Covers the discretionary management of asset accounts by DJHCM to achieve goals outlined in investment policy statement (IPS).  

Next steps...

Our Process

  1. Intro meeting: 15-20 minute meeting to understand your needs and determine fit.
  2. Discovery meeting: 30-45 minute meeting (video usually) to create a "preliminary plan outline" which is a high-level strategy session on how to accomplish your goals and view sample plans.  
  3. Presentation:  90 minute meeting to discuss our recommendations and the steps of implementation.

After you become a client, we meet regularly to discuss plan progress or any changes to your situation.  (Here is sample advisory agreement).

Ready to get started by getting a preview with our financial planning software?  Click here.

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Create a free demo account to organize your finances and begin upgrading your life from 1.0 to 2.0!

Our Process

 Click here to see a video detailing our 3-step process for onboarding new clients. 

Contact Us Now!

Get started creating your financial ROADMAP today!

You can also schedule an appointment directly to our calendar.  Click here to access our calendar.