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:

$225

Includes:

  • Analysis of All Deductions
  • Virtual Service Available
  • Billable by Forms Needed
Get Started
*Complex tax returns billed at $300 per hour



Financial
Planning

start-up fee:

$4,000

Includes:

  • Tax Planning and Preparation
  • Identification of Financial Needs
  • Establishment of Specific Objectives
Get Started

*On-going support for Financial Plan: add’l $3,600 annually. Payments can be structured monthly or quarterly

Wealth
Management

1% AUM

*min $400,000 in assets

Includes:

  • Tax Preparation & Filing
  • Financial Plan
  • Active Monitoring & Rebalancing
Get Started

*Assets under $400,000 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