I got my start by giving myself a start. - Madam C.J. Walker

Fees

We help your money work for you, including the money you put to work with us. We understand that financial planning may be new to your lifestyle plan. We want you to feel satisfied with the value you receive and to discover new confidence and peace with your finances.

We save our clients money by helping them avoid potentially costly situations such as:

  • spending that doesn’t reflect your goals and current financial situation
  • selecting investments that do not align with your goals and risk tolerance
  • overlooking key tax-advantaged strategies
  • being overinsured or underinsured
  • missing out on key employer benefits
  • not preparing for retirement
  • avoiding estate planning

 

  • Investment Management
  • Engagement Period: 3 months or less
  • Advice includes lifestyle plan (budget), debt management, savings and investing.
  • Limited to no assistance with implementation
  • Fees start at $1,275
  • Billed monthly, pro-rata, based on the fee and term (starting at $425/month for 3 months)
  • Income-to-Wealth
  • Engagement Period: 6 months or less
  • Holistic financial plan (does not include business planning)
  • Limited assistance with implementation
  • Fees start at $3,750
  • Billed monthly, pro-rata, based on the fee and term (starting at $625/month for 6 months)
  • Wealth Management
  • Flat retainer fee billed quarterly
  • Engagement Period: Ongoing (minimum 12-months)
  • Holistic financial plan, including business planning
  • Assistance with implementation and plan updates
  • Fees start at $6,000
  • Billed quarterly, pro-rata, based on the fee and term (starting at $1,500 per quarter)
  • Investment Management
  • Implementation strategy as determined by the financial planning engagement
  • Annual fee billed quarterly, deducted from your investment account
    • Starts at 0.75% of assets under management for accounts up to $1,000,000
    • Caps at 50% for assets of $1,000,000 or greater
  • Educational Seminars
  • Generally ranges from $1,500 to $5,000 depending on audience size, time requested, and nature of the event.
  • Fee due prior to the commencement of the seminar
  • Available to present on all areas of financial planning
  • Ideal for for workplace financial education, civic groups, associations, and academic institutions.