Pricing
Financial Planning
Starting at $375 per month
*Actual fee may vary based on complexity
Tax Planning (Limited Engagement)
Most appropriate for
- An entrepreneur that is self-employed or owns a small business with a desire to grow
- Revenue of $250,000 or above with Net Profit of at least $50,000
- Who want a written plan with strategies to reduce their tax liability
Client Experience Journey (6-8 weeks start-to-finish)
- Discovery Session
- Kickoff Call to Gather Data and Documents
- Estimation of Tax Savings (Price of Plan based on this figure)
- Strategy Session
- Plan Analysis
- Plan Deliverable
Price
30% of estimated tax savings (capped at $5,000)
Ex 1. Estimated tax savings: $12,500 ---> Cost: $3,750
Ex 2. Estimated tax savings: $28,000 ---> Cost: $5,000
Investment Management (fees debited from accounts quarterly)
Account Value $0-$500,000 | Quarterly fee: 0.225%
Account Value $500,000-$1,000,000 | Quarterly fee: 0.175%
Account Value $1,000,000 + | Quarterly fee: 0.15%
** Other fees could apply depending on the serivices provided.