FINANCIAL PLANNING

VALUE Base Ascent Summit
Meetings Per Year One Three Unlimited
Phone and Email Support Unlimited Unlimited Unlimited
Real Time Goal Tracking
Monthly Newsletter
Planning Level of Complexity Low Medium High
Concierge Follow Through
COST
One-time Enrollment Fee $500 $1,000 $1,500
Ongoing Monthly Fee $150 $250 $400

INVESTMENT MANAGEMENT

ASSETS UNDER MANAGEMENT ADVISORY FEE
$0 – $250,000 0.65%
$250,001 – $500,000 0.50%
$500,001 – $1,000,000 0.40%
$1,000,001 – $5,000,000 0.30%
$5,000,001 + 0.20%

clockHOURLY

If all you need is advice on one or two specific topics, I can work with you on an hourly basis at the rate of $200/hour. If you think this is the best route for you, I’ll provide you with an estimated amount of time the engagement will last so there’s no worry that I’m billing you while updating my Twitter feed.

LET’S TALK

To see if we are a good match, I offer a free 30-minute meeting via Google Meet so we can video conference face to face. If you aren’t able to video conference, we can always do it over the phone.


Schedule time with me