Foundation
A starter relationship for one household that wants a written plan, a yearly refresh and a place to send questions.
$175/mo
- Plan document of about ten pages
- Two video meetings per year
- Secure document folder
Every tier is a flat monthly retainer. Prices below are illustrative figures for this sample practice, listed so you can see how a planning firm explains what it charges.
Switch tiers whenever life gets simpler or busier. We prorate the change from the next billing date.
A starter relationship for one household that wants a written plan, a yearly refresh and a place to send questions.
$175/mo
Our most common tier, adding portfolio oversight, a quarterly tax projection and a standing meeting every season.
$325/mo
Built for equity pay, rental property or family wealth that needs the attorney and accountant at the same table.
$540/mo
There is a one-time onboarding fee equal to one month of your chosen retainer, which covers the fact-finding work and the first written plan.
You can leave at any time with thirty days' notice. We hand over your plan, your folder and a transition letter for the next adviser.
No. Because the retainer does not track your assets, a rising market never raises your bill, and a falling one never lowers our attention.
Yes, from a taxable account at your custodian or by card. Some clients pay from a business account when part of the work supports the company.
Ask for our fee disclosure and a sample plan before the intro call. We will send both, and we will not follow up with a sales sequence.