Fees

We Are Only Paid by You. No One Else.

 

This means that everything we suggest serves to benefit you, and you only. Our sole motivation is your success — not a commission.  

 

What It Costs:

Strategy Session

 

The one-time investment for this service is $1,495, and, if you choose to work with us, we will credit this initial investment toward your first-year fee. If you feel we haven't answered your 3 biggest questions, we’ll give you your money back – no questions asked.

Ongoing Services

 

If you sign up within two weeks of their Financial Strategy Session, the cost of your Strategy Session is applied to the Standard Retainer in full.

We charge an annual advisory fee based on your marketable net worth, the amount of work required, and our ability to provide value. The minimum fee is $5,500 which is for basic situations and people just starting out.  Most fees are higher.  Before engaging work with any client, we fully explain the costs and potential benefits of working together.

The annual fee covers all meetings, phone calls, and other communication. This is an open-ended agreement that you may terminate at any time.