Services, Pricing & Process
Your personal CFO —
For a Flat Fee That Fits Your Needs
Build wealth, work toward financial freedom, and make important life decisions with a coordinated plan behind you.
Together, we bring every part of your financial life into one coordinated plan: a savings system you can follow, thoughtful tax planning, an investment approach that fits your goals, protection against financial setbacks, and a tax-aware estate plan that reflects your wishes.
Financial Planning and advisory options
Choose the planning approach that fits your needs
Get ongoing guidance for your whole financial life—or start with one specific priority.
Full-Service Financial
Planning and Advisory
Grow and protect your wealth with a personal CFO for your family—bringing your finances together through comprehensive planning, ongoing advice, and coordination with your existing advisors or our trusted partners.
- 360° planning and advisory
- Predictable annual flat fee
- Long-term personal CFO partnership
Focused
Financial Planning
Not ready for ongoing planning—or need help with one financial priority? Get clear answers and practical recommendations through targeted planning for your cash flow, investments, risk/insurance or retirement readiness.
- Targeted planning and advisory
- One-time fee for one planning area
- Short-term guidance and support
Not sure which option is right for you?
We’ll help you find the right fit.