ONE-TIME FINANCIAL PLAN
‍

Ideal for high income earners or those who prefer to self-manage investments
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$2,750 - $10,000

*50% due upon signing, remainder due upon plan delivery
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Holistic Financial Plan (cash flow, risk, education, employer benefits, debt, estate, and more)

Custom deliverables, PDFs, documents, and evaluations

Three-month access to RightCapital software

Investment & portfolio recommendations, but you’ll place trades and handle ongoing management

Fees are based on the complexity of your financial situation: Marital status, number of accounts, investable assets, annual income, real estate holdings, etc.

COMPREHENSIVE PLANNING
+
INVESTMENT MANAGEMENT
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Ideal for those who need detailed and ongoing support with managing their investments
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1.00%

<$1M

0.85%

$1M-$3M

0.75%

$3M+

*Based on assets under management (AUM)
*$5,000 minimum fee annually
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Comprehensive and holistic financial planning

Ongoing plan monitoring & check-ins 2-3x annually

Custom portfolio construction

Tax-loss harvesting and tax-coordinated portfolios

Options for non-discretionary investment management

How I Earn My Fees

70%

Planning & coaching

30%

Portfolio Construction & Management

Beating or timing the market

Picking the top investments

Earning commissions, kickbacks, or transaction charges

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Financial Wellness Quiz

Fiduciary, Fee-Only, Independent

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