Straightforward fees for work that actually gets done.
You should understand what you're paying for — and feel confident it's worth it. So here's how our fees work, in plain English.
Two ways we typically work together.
Most clients work with us in one or both of these areas, depending on what they need.
Financial Planning Fee
For the work of organizing, managing, and maintaining your financial life.
This is the deep work: understanding where you are, what matters to you, what's coming next, and making sure every moving part is working together the way it should.
It includes plan development, ongoing guidance, coordination with your CPA and attorney, proactive planning, meeting prep, follow-up, and the day-to-day availability that turns this into an actual relationship — not a once-a-year meeting.
Fees vary based on complexity and scope, and we discuss everything upfront before we begin.
Investment Management Fee
For ongoing investment management and oversight.
If we manage your investment accounts, we charge a percentage of assets under management.
That fee covers portfolio management, ongoing monitoring, rebalancing, investment strategy, and making adjustments as your life and goals evolve over time.
Not just advice. Relief.
Most people are used to paying someone for transactions or occasional advice.
What they're not used to is having someone fully involved — coordinating the moving parts, staying ahead of issues, answering questions before they become problems, and helping carry the weight of financial life as it changes over time.
Our fees cover everything we do — the planning, the coordination, the professional introductions, the proactive calls, the annual reviews, the late-night questions, and the moments when life gets complicated and you need someone in your corner. You're paying for someone to help carry the weight of all of it.
A note on value.
Good financial planning changes more than your balance sheet. It changes how you feel.
Our clients tend to feel more organized, more prepared, and less alone in the decisions they're making — because they know someone they trust is paying attention alongside them.
We're not the right fit for everyone. But for the people we work with, the value is clear — and we're happy to talk through what that looks like for your specific situation before you make any decisions. No pressure, no obligation.