Pay only for the time you need — by the hour.

No asset management fees or ongoing fees.

When we say hourly planners, we mean hourly. Period. Most fee-only firms collect asset management fees as their primary form of compensation for advice. From our beginning, we chose to be different. The hourly model means you get access to the same high level of service and expert financial advice whether you have a net worth of $1,000 or $100 million.

We are fee-only fiduciary financial planners which means we:

  • Always act in good faith and with candor.
  • Are proactive in disclosing any conflicts of interest that may impact a client.
  • Do not accept any referral fees, commissions, or compensation contingent upon the purchase or sale of a financial product or any other hidden fees.

Estimate your cost

Review the levels below to assess which level best represents your situation to learn more about what is included. The pricing ranges below reflect bundling of service areas since a financial advisor needs the full picture to give the best advice. However, some individual service areas can also be provided on a stand-alone basis.

To get a firm quote, contact us for a no-obligation introductory meeting. 

What are the costs after the initial financial planning process is complete?

Once we have completed the plan, future reviews are often a fraction of the initial cost. Have a five-minute question, you pay for five minutes. Need to discuss employment benefits for one hour, and your bill will be for one hour. No hidden fees or commissions means that you can be confident that you are only paying for solid financial advice.

Why do people hire us?

Validation

We offer clients an independent validation of their financial decisions.

“Am I on the right track?”

Ideation

We offer clients new ideas and strategies they may not have thought of on their own.

“Are there things I should be doing differently?”

Trusted Thought Partner

We are a trusted resource for you.

“Who will be my thought partner in the future when my situation or external circumstances change?”

Family Resource

We are a resource to your spouse and children.

“Who will I turn to if something happens to my spouse?”

“Who can help prepare my children to manage their finances well?”