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 feel like they make good money but don't know where it goes
Range from $2,800 - $4,200
  • Income and expense management
  • Debt-Free planning
  • Planned spending
  • Cash flow scenarios for life transitions
  • Aligning spending with personal values

Comprehensive Plans

For individuals, couples and families planning for the future
Range from $3,750 - $6,250
  • Long term saving and spending strategy
  • Saving for education and life transitions
  • Retirement funding and income planning (Can I afford to…?)
  • Prioritizing financial decisions
  • Portfolio second opinions and goal alignment

Advanced Plans

For those with corporations, trusts, and other special needs
Range from $6,000 - $20,000
  • Retirement, legacy and estate planning
  • Corporate and cross-border considerations
  • Planning for disabled family members
  • Multi-generational family business & wealth planning