Service with You In Mind
We understand everyone has different needs when it comes to financial planning; We offer flexible payment plans that tailor to your needs. Compensation can be done hourly, by fixed plans, or monthly remittance.
Tax Preparation
& Filing
starting at:
$300
Includes:
- Virtual or In-Person Service
*Complexity fee may be added
Financial
Plan
start-up fee:
$5,000
Also includes:
- Tax Preparation & Filing
*On-going support for Financial Plan: add’l $3,600 annually. Payments can be structured monthly or quarterly
Wealth
Management
1% AUM
*min $500,000 in assets
Also Includes:
- Tax Preparation & Filing
- Financial Plan
*Assets under $500,000 will not include tax preparation & financial planning services
**Click here to view our fee schedule
Tax ⋅ Cash Flow & Budgeting Advice ⋅ Goal Based Planning ⋅ Retirement Planning ⋅ Education Funding ⋅ 401k Asset Allocation Review ⋅ Employee Benefits Maximization ⋅ Wealth Management