Step 1: Take our Quiz to See Which Flat-Fee Plan Fits you in 45 Seconds
Grow – $3,000/year
A clear, steady plan for individuals building their careers, families, and long‑term financial foundation.
- Guidance for major financial decisions
- Smart tax planning for growing families
- Clear investment strategy for long‑term building
- Support when life changes unexpectedly
Thrive – $6,000/year
For individuals with meaningful wealth who want coordinated planning, deeper tax strategy, and confidence in every major decision.
- Coordinated planning across accounts and income
- Multi‑year tax strategy to reduce lifetime taxes
- Retirement readiness and income planning
- Investment management with ongoing adjustments
Retire Well – $9,000/year
For those retired or preparing to retire who want clarity, tax‑efficient income, and a plan that supports their life and legacy.
- Social Security, Medicare, and retirement timing
- Tax‑optimized withdrawal strategy
- Estate and legacy planning
- Ongoing coordination with your CPA and attorney
Most families with $500,000 invested pay between $6,250 and $7,500 per year when working with a typical percentage‑based advisor and that fee increases automatically every year as their portfolio grows. See the long‑term impact of a percentage fee vs. a flat fee below.
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