We believe in being as transparent as possible in our fees and what we can offer.
Whether you are just starting out and need some direction or further along in your financial journey and find your situation becoming more complex, we align our service to your needs.
We offer three primary models of service, depending on your situation.
For our Expedition clients, the fees are billed directly from investment/retirement accounts on a quarterly basis. For our Hourly models we have an option of paying directly through credit/debit card or ACH.
During our initial conversation, we will determine together which engagement makes the most sense for you.
Custom Project-Based Hourly Planning
What you can expect:
- Planning and advice customized for your needs and complexity
- From one-time project to year long engagement covering many topics
- Quote based on scope and complexity of project following introductory meeting
Most suitable for:
- Aligned with a LifeFirst approach
- Those who still like to DIY but are looking for a second opinion
- DIY investment management
Fees:
- $200/hour
- Complexity and scope based on quote provided prior to services
Trailhead - Annual Hourly Package
What you can expect:
- Quarterly check-ins via email
- Quarterly monitoring of key financial vitals
- Targeted action items
- Cash flow guidance
- Ensuring you Stay on Track
- Annual Strategy Huddle
Most suitable for:
- Aligned with a LifeFirst approach
- Early career HENRYs (High Earners, Not Rich Yet)
- DIY investment management
- Simpler financial situations
Fees:
- $200/hour
- 5 Hours of support over the course of the year (1.25 hr/quarter)
- Total of $1,000 for the year
Expedition - Comprehensive Wealth Planning
What you can expect:
- Your personal Family Financial Guide
- Quarterly huddles & stand-ups
- Strategic action items
- Monitoring of key financial vitals
- Goal planning
- Cash flow planning
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Investment management
Most suitable for:
- Aligned with a LifeFirst approach
- Mid to later career professionals
- More complex financial situations
- Asset minimum of $200,000
Fees:
- 1% of Assets Managed
- Minimum invested assets of $200,000
- No fee on assets above $750,000 (i.e. maximum annual fee of $7,500)
Office Hours
If you just want someone to point you in the right direction, there's Office Hours:
- 90 minute, one-on-one meeting on the topic(s) of your choice where we dig in together
- Prior to the meeting have you fill out some data in our secure planning system to allow us to dive right in during our time
- 7 days of follow-up email to answer any questions not covered in the meeting
- 30 minute followup meeting, 3 months after the initial meeting
- $400
This is a great "jump start" if, for example, you're just starting out and you want a quick, high-level check on some of the topics above.