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


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. 

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