We are committed to providing exceptional value, ensuring that our fees reflect the level of personalized support and guidance we offer at every stage of your financial journey.
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One-Time Financial Plan Creation:
For a one-time fee of $500 to $1000, depending on complexity, due at the end of your second planning session, we will develop a customized financial plan designed to set you on the path to financial success.
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Ongoing Financial Planning Services:
Our monthly fees range from $67 to $597, depending on the complexity of your financial situation, allowing us to tailor our services to meet your specific goals and needs.
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Asset Management Services:
Annual fees range from 1.00% to 0.50% of your assets, depending on account size. These services are available exclusively to clients enrolled in Financial Planning Tier 1 or higher.
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Our straightforward and transparent pricing ensures that you receive high-quality, client-centered services that align with your unique financial goals.