We believe in being as transparent as possible in our fees and what we can offer.
Whether you are just starting out and need some direction or further along in your financial journey and find your situation becoming more complex, we align our service to your needs.
We offer three primary models of service, depending on your situation.
For our Expedition clients, the fees are billed directly from investment/retirement accounts on a quarterly basis. For our Hourly models we have an option of paying directly through credit/debit card or ACH.
During our initial conversation, we will determine together which engagement makes the most sense for you.
Custom Project-Based Hourly Planning
What you can expect:
- Planning and advice customized for your needs
- From one-time projects to year long engagements covering many topics
- Quote based on scope and complexity of project following introductory meeting
Most suitable for:
- Aligned with a LifeFirst approach
- Those who still like to DIY but are looking for a second opinion
- DIY investment management
Fees:
- Typically between $2000-$5000 for a full financial plan and roadmap
- Customized to your goals and situation - Quote provided prior to services
Trailhead - Wealth Builder Package
What you can expect:
- Quarterly check-ins via email
- Quarterly monitoring of key financial vitals
- Targeted action items
- Cash flow guidance
- Ensuring you Stay on Track
- Bi-Annual Strategy Huddle
Most suitable for:
- Aligned with a LifeFirst approach
- Those that still want to DIY their investments
- Value a second opinion
- Simpler financial situations
Fees:
- $1,600 for the year
- Paid via ACH/Credit Card Quarterly
Expedition - Comprehensive Wealth Planning
What you can expect:
- Your personal Family Financial Guide
- Quarterly huddles & stand-ups
- Strategic action items
- Monitoring of key financial vitals
- Goal planning
- Cash flow planning
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Investment management
Most suitable for:
- Aligned with a LifeFirst approach
- High Income Accumulators and Transitioning Retirees
- More complex financial situations
- Asset minimum of $200,000
Fees:
- 1% of Assets Managed
- Minimum invested assets of $200,000
- No fee on assets above $750,000 (i.e. maximum annual fee of $7,500)