All Services are Offered for a Flat Fee

No Commissions. No Conflicts. Our Success is Based on Yours.

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Flat Fees, Full Transparency

Unlike percentage-based or commission models, a flat fee ensures clients know exactly what they're paying—without hidden costs or incentives that could influence advice. It eliminates conflicts of interest and allows us to focus solely on delivering tailored, objective guidance.

Services & Fees

Initial Financial Review

Think of this meeting as your financial remodel blueprint: we map out what’s working, what isn’t, and what needs updating to get you where you want to go.

What’s included:

  • Comprehensive review of recent tax returns to identify missed opportunities

  • Strategic tax planning for the upcoming season and future years

  • Personalized retirement savings recommendations

  • Cash flow assessment and guidance on safe spending levels

  • Debt management and leverage strategies

  • Detailed paystub and employee benefits review

  • Investment analysis with tailored recommendations

  • Estate overview and planning considerations

  • Insurance evaluation to identify coverage gaps or inefficiencies

  • Targeted recommendations for education, business, real estate, or other unique goals

  • Access to your personalized and secure financial website

  • Private, encrypted document vault for easy sharing and storage

  • One-on-one meeting with your advisor to review all analyses and recommendations

  • Direct advisor access via phone or email for 30 days following your meeting

  • Written meeting notes and actionable recommendations to keep and refer to anytime

Private Retainer Service

If you’d like help implementing your plan — or maintaining it as life changes — ongoing planning provides that support.

What’s included:

  • Comprehensive Initial Financial Review meeting

  • Annual and ongoing tax planning

  • Tax preparation

  • Representation before the IRS for audits, notices, or other tax matters—handled directly on your behalf

  • Cash flow and budgeting

  • Debt management and leverage strategies

  • Investment management with tailored recommendations

  • Retirement planning

  • Estate planning

  • Insurance and benefits reviews

  • Employee benefits and compensation reviews

  • Education or business planning, as needed

  • Additional services tailored to your situation

  • Direct advisor access by phone or email

  • 3–4 scheduled meetings per year

Schedule a Call

Our Process

  • Step 1: Introduction

    Reach out to tell us why you’re unique, what’s bothering you about your money, and what you’d like help with.

    You’ll be taken to our scheduling page to reserve your introductory meeting.

    There, we’ll explain how we would tackle your concerns and give you a clear sense of the next steps.

  • Step 2: Book Your Review

    Ready to Get Started?

    Every client relationship begins with an Initial Financial Review. Whether you’re seeking a one-time engagement or long-term planning support, this in-depth, comprehensive review allows us to fully understand your financial landscape and build a clear, strategic plan tailored to you.

    To reserve your review date, a $150 deposit is required.

    The total cost for the full review is $1,500, with the remaining balance collected on the day of your appointment.

    If something comes up, simply cancel 14 or more days in advance and your deposit will be fully refunded.

  • Step 3: Complete the Intake Form

    After you book, keep an eye out for a short intake form.

    This gives us what we need to create your personal financial site behind the scenes.

  • Step 4: Access Your Site & Upload Your Documents

    Using your intake info, we’ll set up your personal and secure financial site and send you login details.

    Once inside, you’ll upload or link the documents we need for your review (tax returns, pay stubs, investments, loans, insurance, etc.).

    Please get this to us at least a week before your meeting (two weeks is ideal).

  • Step 5: Your Review Meeting

    Your review meeting can run up to 3 hours; use as much or as little as you want.

    This is where we build the blueprint for your financial remodel — the plan, the design, the “why” behind each suggestion and the steps needed to move things in the right direction.

    Within 48 hours afterward, we’ll upload your full meeting notes, all recommendations, and any charts or visuals we used to your financial site.

    You’ll also have 30 days of direct access to your advisor for questions or a short follow-up meeting.

  • Step 6: Ongoing Support

    Ongoing planning is designed for clients who want support implementing their plan, keeping it up to date, and staying on track over time.

    Our ongoing planning fee is based on complexity (with a minimum of $3,000 per year) and will be quoted at the end of your Review. If you enroll within 30 days, the $1,500 Review fee is fully credited toward your first year.

    If you decide not to move forward, you’re always welcome to return for another Review. Just note that we only offer Reviews during certain times of the year (excluding tax season), and availability can be limited, so a waitlist is possible.

Contact Us to Get Started