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Pricing for our services...

Creating your Roadmap to Financial Contentment is a financial planning service we offer that ranges from  $175 to $400 per month for ongoing financial advice and support.  Depending on case complexity, an upfront fee may be required.

A separate fee is charged for asset management starting at 1% per year and scaling down based on portfolio size.  

Next steps...

Our Process

  1. Intro meeting: 15-20 minute meeting to understand your needs and determine fit.
  2. Discovery meeting: 45-60 minute meeting (video usually) to create a "preliminary plan outline" which is a high-level strategy session on how to accomplish your goals.  
  3. Presentation:  60 minute meeting (video usually) to discuss our recommendations and the steps of implementation.

After you become a client, we meet quarterly to discuss plan progress or any changes to your situation.  Client service follows this schedule (click here).

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.