Pricing
One Time Service
Advice-Only
Typically best for: DIY investors & Just Getting Started
Paid with Card after Completion
Calculation Examples:
Coaching Session: 1 Hour = $200
Simple Financial Plan: 5 hours = $1000
Investment Management & Family Office Support
Ongoing Service
Best for: Pre-retirees, Retirees and High-Net Worth Families
Pricing depends on the custodial platform and the portfolio size.
Calculation Examples:
$250k Balance – 1% = $2,500
$500k Balance – 1% = $5,000
$1 Mil Balance – 1% = $10,000