Which Model is Right for You?

Find the model you prefer and we'll customize it to fit your specific needs.

Ongoing Planning

Fixed Fee Based on Complexity
Starting at

$1,250+

Per Quarter

  • Base Planning Includes
  • Semi-annual Review Meetings
  • Unlimited Phone/Email Support
  • Goal Planning
  • 1x Retirement Plan Review
  • Basic Cash Flow Analysis
  • Risk Tolerance Assessment
  • Federal Income Tax Analysis
  • 1x Life Ins Gap Analysis
  • 1x Disability Ins Gap Analysis
  • 1x Estate Plan Review
  • Add Exit Planning & Other Services

Business Owner Complexities

  • Exit Planning
  • Wealth Gap Evaluation
  • Value Driver Scoring
  • Value Growth Recommendations
  • Retirement Plan Selection & Implementation
  • Buy/Sell Agreement Review
  • Income Tax Management
  • Advanced Estate Coordination

Add-on Complexities

  • Detailed Cash Flow and Debt Analysis
  • Add'l Retirement Plan Reviews
  • Add'l Life Ins Gap Analysis
  • Add'l Disability Ins Gap Analysis
  • Add'l Estate Plan Review
  • Employee Benefits
  • Medicare Planning
  • Social Security Maximization
  • Stock Option Guidance
  • Education Planning
  • Charitable Giving Strategies
View More Planning Services

Ongoing Planning
+
Investment Management

No Minimum Portfolio Size
Starting at

$2,000+

Per Quarter

  • Includes Everything in Ongoing Planning Plus
  • Portfolio Design
  • Portfolio Monitoring
  • Systematic Portfolio Rebalancing
  • Quarterly Performance Reports
  • Tax-Efficient Strategies
  • ESG Portfolios Available
  • And More...
  • Our Highest Level of Service Designed with Business Owners in Mind

Do you want to spend your time trying to manage your investments? Should you? Let us simplify your life by integrating our investment management services with your plan.

Business Owner Complexities

  • Exit Planning
  • Wealth Gap Evaluation
  • Value Driver Scoring
  • Value Growth Recommendations
  • Retirement Plan Selection & Implementation
  • Buy/Sell Agreement Review
  • Income Tax Management
  • Advanced Estate Coordination

Add-on Complexities

  • Detailed Cash Flow and Debt Analysis
  • Add'l Retirement Plan Reviews
  • Add'l Life Ins Gap Analysis
  • Add'l Disability Ins Gap Analysis
  • Add'l Estate Plan Review
  • Employee Benefits
  • Medicare Planning
  • Social Security Maximization
  • Stock Option Guidance
  • Education Planning
  • Charitable Giving Strategies

Investment Management

  • Tax-Loss Harvesting
  • Tax-Sensitive Liquidation and Restructuring
  • Account Transfers and Rollovers
  • Withdrawal Strategies
  • RMD Calculations
  • Qualified Charitable Distributions
  • Donor Advised Funds
  • Cash Management
  • Timely Updates During Market Volatility

Investment Management Fee Schedule

Assets Under Management Fee %
$0 - $1,000,000 1.00%
$1,000,001 - $5,000,000 0.75%
$5,000,001 - $10,000,000 0.50%
$10,000,001 - $20,000,000 0.35%
$20,000,001+ 0.20%
View Full Details

Projects

Project Fee Based on Complexity
Before Work Begins

$500+

Per Project

  • Best for DIY'ers or Specific Questions
  • Timely Answers to Pressing Questions
  • Limited Scope of Work
  • Recommended Next Steps
  • Limited Implementation Support
  • No Investment Recommendations

Confident in your plan but want another opinion?
We're happy to guide you in the right direction and ensure you stay on track.

Typical Projects

  • Retirement Projection
  • Tax Analysis
  • Debt Payoff vs Investing
  • Disability Insurance Needs Analysis
  • Life Insurance Needs Analysis
  • College Savings Planning
  • Social Security Maximization
  • Employee Benefits Evaluation
  • Major Purchase Guidance
See More

There's One Clear Path.

Set Yourself Up for Success.
Book a free strategy call
Scroll to Top