Financial Planning Fees
How much does a financial plan cost? We believe in transparency and have outlined a range of fees for the different services we provide. Contact us for a custom quote.
We want the financial plan and advice that you receive to be focused solely on your own best interests. We believe that there is an inherent conflict when advice and third-party compensation, such as commissions, affiliate income, and product sales are part of your advisor’s compensation. For that reason, the only income we receive for the plans and advice we provide is our planning fees.
Cash Flow Plans
For those who make good money but don't know where it goes
Personal: $1,800 | Personal + Business $2,500
- Income and expense management
- Debt-Free planning
- Cash flow scenarios for life transitions
- Aligning spending with personal values
- Ongoing monthly support available after initial engagement
Comprehensive Plans
For individuals, couples and families planning for the future
Starting at $5,875
- Long term saving and spending strategy
- Saving for education and life transitions
- Retirement funding and income planning (Can I afford to…?)
- Prioritizing financial decisions
Advanced Plans
For those with corporations, trusts, and other special needs
Starting at $8,500
- Retirement, legacy and estate planning
- Corporate and cross-border considerations
- Planning for disabled family members
- Multi-generational family business & wealth planning
Portfolio Strategies
For those who want to align their investments with their values
Range from $800 - $4,000
- Get a better understanding of your portfolio
- Develop your Investment Policy Statement (IPS)
- Adapt your portfolio to your financial planning goals
- Identify & interview investment managers
- Recommendations and investment strategies