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
  • Hourly Financial Planning
  • Based on an hourly rate of $250
  • Engagement less than 15 hours
  • Engagement Period: 6 months or less
  • Limited to no assistance with implementation
  • Billed monthly, pro-rata, based on the estimated fee and term
  • Comprehensive Financial Planning
  • Flat retainer fee, billed monthly, pro-rata
  • Engagement Period: 12-months, renewable
  • Income-to-Wealth (ITW) clients: Fees typically range from $3,600 to $7,200 or $300 to $600 per month
  • Wealth Management clients: Fees typically range from $7,200 to $12,000 or $600 to $1,000 per month
  • Investment Management
  • For Hourly or Comprehensive Financial Planning Clients
  • 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
  • No minimum assets required
  • 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 commencement of the seminar
  • Available to present on all areas of financial planning