Fee Schedule and Service Packages

Working Together

Financial Planning with Investment Management: 1% of Assets Managed
Real Estate Readiness Plan: $3,500 - $5,000
Retirement Check-Up: $1,500 - $2,000
Retirement Readiness Plan: $2,500 - $5,000
New Family Finances Plan: $2,500 - $3,500
Hourly Planning: $300 per Hour

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

Doing the Math – Traditional vs. Roth 401(k) Contributions

We're doing lots of math in this video to help you decide whether it makes sense to do traditional 401(k)

Capital Reserves for Investment Real Estate

This video talks about the importance of having capital reserves in place, not only from a math standpoint, but also

The Slow Motion 1031 Exchange

This video talks about what I call the Slow Motion 1031 Exchange. This complex tax planning topic is great if

4 Powerful Questions to Help You Decide What Kind of Business to Open

When I'm trying to do something new, different and potentially scary in my life, I like walking around and talking

529 Plan-to-Roth IRA Conversions

The Secure Act 2.0 now allows you to convert a 529 Plan into a Roth Account. This video explains how

DIY Investment Propery Inspections

Watch this video to learn how to do a preliminary home inspection on your own, uncover potential issues and avoid

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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