Services & Fees
What we do
We help individuals and families build durable financial plans — covering retirement income, tax strategy, investments, insurance, estate planning, and the everyday decisions in between. Every engagement starts with understanding your full picture, not selling you a product.
Whether you need ongoing wealth management or focused help with a single decision, our work is grounded in fiduciary advice. You'll always know what you're paying, what you're getting, and why we're recommending it.
Clear pricing. No surprises.
We're a fee-only fiduciary, which means you pay us directly and we never accept commissions from product providers.
Ongoing Wealth Management
Investment management plus continuous planning. Most clients land here.
- Comprehensive Financial Planning
- Portfolio management
- Annual tax strategy meeting
- Quarterly check-ins
- Unlimited email & calls
Project-Based Planning
For specific moments: stock comp event, business sale, inheritance, divorce, relocation.
- Scoped engagement letter
- Coordinated with your CPA / attorney
- Deliverable: written plan
- Implementation support
- Clear process and path forward
*Typical fee, billed monthly. Rates are negotiable and based on complexity. We'll always quote you a fee in writing before any work begins.