Choose a financial planning tier that matches your life today, with room to scale tomorrow. Simple, transparent, and designed around complexity—not just assets.
Each plan is a one-time comprehensive roadmap with ongoing advisor support to help you implement with confidence.
Best for young professionals and couples, renters or single-property owners without complex equity, tax, or estate needs.
Best for high earners and budding families, professionals with equity compensation, targeting multiple goals and opportunities.
Best for established families protecting their legacies, multi-property owners, business owners, and complex wealth structures.
| Feature | Foundation | Growth | Legacy |
|---|---|---|---|
| Comprehensive financial snapshot | ✓ | ✓ | ✓ |
| Cash flow, savings & debt plan | ✓ | ✓ | ✓ |
| Retirement roadmap | ✓ | ✓ | ✓ |
| Insurance planning | ✓ | ✓ | ✓ |
| Advanced savings & tax planning | — | ✓ | ✓ |
| Backdoor & Mega Backdoor Roth conversions | — | ✓ | ✓ |
| Education funding plan | — | ✓ | ✓ |
| Equity compensation planning | — | ✓ | ✓ |
| Estate & legacy planning | — | — | ✓ |
| Business owner & real estate strategy | — | — | ✓ |
| Coordination with CPA/attorney | — | — | ✓ |
| Ongoing advisor support | ✓ | ✓ | ✓ |
For clients who want an ongoing partnership, investment management, and a proactive strategy across every stage of wealth.
Tiered by assets under management (AUM) so our incentives grow with yours.
| Assets Under Management | Annual Fee |
|---|---|
| < $250,000 | 1.25% |
| $250,000 – $1,999,999 | 1.00% |
| $2,000,000 – $4,999,999 | 0.80% |
| $5,000,000 – $25,000,000 | 0.50% |
| > $25,000,000 | 0.35% |
Planning credit: We apply a portion of your financial planning fee toward future management costs in the form of a discount if you become an ongoing client.
Let’s create a plan that grows with you, adapts with you, and helps you live your best life possible.