Fee Schedule and Service Packages

Working Together

Financial Planning with Investment Management: Tiered Pricing Starting at 1% of Assets Managed
Real Estate Readiness Plan: $4,000 - $5,500
Retirement Check-Up: $1,500 - $2,000
Retirement Readiness Plan: $3,000 - $5,500
New Family Finances Plan: $3,000 - $4,000
Hourly Planning: $350 per Hour

Please watch the video below for a detailed explanation of how we work with our clients.

Are You a Good Candidate for the STR Loophole Tax Strategy?

Want to lower your tax bill legally using real estate? In this video, we break down the Short-Term Rental (STR)

How to Financially Recover from a Major Life Event

No one likes to imagine facing a major life setback, but being financially prepared can make all the difference. Today,

HSAs: Good, Better, and Best

Answering all your questions about HSAs! I'll talk through good, better, and potentially the best strategies to use to get

Hiring Contractors for Major Rehabs

Do you have a major rehab at one of your rental properties? Asking prospective contractors to allow you to interview

Deciding How Much to Pay for Stocks

Do you wonder how much you should be willing to pay to buy stock in a specific company? This video

I’m a Long-Term Investor in Human Beings

It's been a challenging 2025 for investors so far. While no one knows what will happen in the markets in

Educational Resources

The Benefits of House Hacking

Learn More

Which is the Better Investment? Real Estate or Stocks?

Learn More

Your Encore Career Financial Roadmap

Working in Retirement is Becoming Increasingly Common You are approaching your retirement years at an interesting period of time. You may be noticing that more

Learn More