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 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.
“House Hacking” via Adding an Internal Accessory Dwelling Unit
Here are some thoughts on how to add an internal Accessory Dwelling Unit to an existing single family home if
Are Your Personal Goals Livin’ on a Prayer?
We’re not huge fans, but Stacy and I watched the four-part Bon Jovi documentary this weekend. Even if you don’t
Creating the Life You are Meant to Lead
Do you want to “play it safe” or do you want to create the life you are meant to lead?
Should I Add My Kids to the Deed?
The short answer is NO. Usually parents who are doing this have two commendable goals in mind: avoiding probate and
Your Brain is an Evidence-Seeking Machine
In a previous post, I talked about the idea that our brains are “Thought-Making Machines” that churn out thousands of
Educational Resources
The Benefits of House Hacking
The Benefits of House Hacking
Learn MoreWhich is the Better Investment? Real Estate or Stocks?
Which is the Better Investment? Real Estate or Stocks?
Learn MoreYour Encore Career Financial Roadmap
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
