Financial Coaching
- Setup: $495
- Monthly: $149–$349 (3–6 months)
Comprehensive Financial Planning
- Individuals & Families: Starting at $4,500/year
- Business Owners / Advanced Planning: Starting at $6,500/year
Investment Management
- Up to $250,000: 1.15%
- $250,000–$500,000: 1.00%
- $500,000–$999,999: 0.90%
- $1M–$2.5M: 0.85%
- $2.5M+: 0.80% (negotiable)
Includes: Professional portfolio management + bundled Basic Planning for $500k+ clients (annual review, goal tracking, portfolio alignment).
Project-Based Consulting
- Standard Projects: Starting at $400/hr
- Advanced Business & Equity Projects: Starting at $500/hr
