Real financial planning made accessible to you.
Fees
Typically, firms mandate a minimum level of assets to engage with a client, limiting financial planning to high-net-worth individuals. In our commitment to serving the underserved, we purposefully refrain from imposing such minimums, ensuring accessibility to financial planning for all. The fee depends on the complexity of the client:
Annual Fee: Starts at $2,400 per year, and increases depending on complexity
*The annual fee is billed on a monthly basis i.e., $2,400 would be billed at $200 per month
Our Process
Before making any recommendations, we take the time to truly listen and understand your goals, challenges, and concerns. Through open and empathetic dialogue, we forge a deep connection that allows us to craft a financial strategy that aligns with your vision for the future.
Everyone’s situation is unique. We will tailor our process and services depending on your circumstance.
Every step is designed to help you gain clarity of your situation, create financial stability, and take control of your financial life.
Following the four initial meetings, we will meet on a quarterly basis to update your plan or work through action items.
Unlimited email and phone support is included, along with the ability to schedule additional meetings as needed.