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:
$200
Includes:
- Analysis Of All Deductions
- Audit Protection
- Virtual Service Available
Comprehensive Financial Plan
starting at:
$3,500
Includes:
- Tax Planning and Preparation
- Identification of Financial Needs
- Establishment of Specific Objectives
*On-going support for Financial Plan: add’l $200 per month

Wealth
Management
1% AUM
*min $400,000 in assets
Includes:
- Tax Preparation & Filing
- Financial Plan
- Zero Commissions
*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