COMPREHENSIVE PRICING TO
MATCH YOUR HOLISTIC FINANCIAL GOALS 

We believe transparency & trust are at the center of any healthy relationship.

That's why we've laid out exactly how our subscription works here.

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Onboarding Fee: $999-$3,000

Most onboarding fees are $1,800-$3,500, depending on complexity. This fee is charged upon engagement.

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Annual Retainer: Begins at $300/Month

Most clients' annual subscription is determined by 0.5-1.0% of gross household income plus 0.0-0.5% of net worth. The exact percentages of these figures are determined by the situation's complexity.

In certain situations, when assets and income are not an adequate gauge of the work needed, we will collaborate to agree upon an appropriate subscription. We always notify you in advance of any cost changes.

 

Reasoning Behind Our Fees

Our goal is to have a fee that is fair for both of us. We believe paying a small portion of your income and assets each year to have advice designed to help you manage the rest significantly better is worth it. This can assist High Earner, Not Rich Yet (HENRY) along with our legacy clients who have high net worth but lower incomes.

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What will your fee be?

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Our dedication to transparency goes beyond explaining how our fees work.

Completing the form below will give you an estimate for your unique situation.