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.
What To Do During A Sudden Financial Transition
Life can throw some unexpected financial curveballs—like a divorce or the loss of a spouse—but having a simple plan can
What are the REAL Returns on Real Estate?
Are real estate returns really as good as people say? In this video, we break down the real returns of
Why Does Retirement Feel So Scary?
Retirement is supposed to be the reward at the end of a long career… so why does it feel so
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
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