Financial Planning
Pricing Plans
Continuous financial guidance with regular updates to keep you on track as your goals evolve.
Available via a monthly subscription with a 12-month commitment.
Price ranges from $320 to $650 depending on the complexity of the plan, with an $800 one-time onboarding fee for the initial setup.
Short-term guidance for specific goals or life events.
Typically lasting 1-6 months, without a long-term commitment.
Price ranges between $1,000-$6,500.
Hourly consultations offer flexible, on-demand financial advice for quick check-ins or specific guidance.
Ideal for addressing immediate needs without committing to ongoing services.
Our hourly rate is $250.
Investment Management
Assets Under Management Based Fee: A transparent percentage of your total assets held under management, calculated on a daily average.
$0 - $1,000,000
0.70 %
$1,000,001 - $2,500,000
0.60%
$2,500,001 - and Above
0.50%
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