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
Sudden Financial Transition service: 1500-$5500
Hourly Planning: $350 per Hour

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

Using Real Estate To Help Your Aging Parents

How can investment real estate help you support your aging parents while potentially creating financial benefits for your own family?

What To Do When You Experience A Financial Setback

Financial setbacks happen to everyone. A bad investment, business deal, rental property, or unexpected loss can feel overwhelming—but one setback

Am I Jeopardizing My Own Retirement By Helping My Adult Kids?

Supporting your adult children is one of the most meaningful things you can do—but could it come at the expense

How to Diversify Your Income

In today's economy, relying on a single paycheck is becoming riskier than ever. AI, changing job markets, and economic uncertainty

What Questions Should I Ask Prospective STR Contractors?

What separates a great contractor from a costly mistake when rehabbing a short-term rental? In this video, Dave breaks down

What To Do With Extra Cash

What should you do when life finally starts going well financially… but suddenly every dollar seems to have 5 different

Educational Resources

The Benefits of House Hacking

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Which is the Better Investment? Real Estate or Stocks?

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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

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