SERVICES

Complete Financial Planning That Fits Your Life (And Your Budget)

Everything You Need to Build a Financial Legacy — For Just 1% of Your Household Income.
No asset minimums. No hidden fees. No product sales.
Just comprehensive guidance designed for people who've been overlooked.

Fee-Only FiduciaryOne-Stop PlanningQuarterly Check-UpsTransparent Pricing

See Exactly What You'll Pay (No Surprises, Ever)

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Your All-in-One Financial Center

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Financial Health & Planning

  • Personalized financial diagnosis
  • Clear priorities & custom recommendations
Investment discussion

Investment & Risk Management

  • Custom asset allocation & reviews
  • Comprehensive insurance analysis
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Tax & Estate Planning

  • Year-round tax-saving strategies
  • Legacy & estate coordination

Education & Ongoing Support

  • Quarterly educational webinars
  • Unlimited access & personalized resources
Life event guidance

Life Event Guidance

  • Plan evolves with job changes, marriage, etc.
  • Dedicated support for every milestone
Doctor's exam for your money

Think of it like a doctor's exam
but for your money

You’ll receive a personalized financial diagnosis, clear prioritization of what needs to be done, and ongoing quarterly report cards to track progress and celebrate wins.

Everything Included. No Hidden Fees. No Upsells.

  • Comprehensive financial diagnosis & ongoing planning
  • Quarterly review meetings & progress reports
  • Investment management & rebalancing
  • Tax & insurance optimization
  • Estate planning coordination
  • Life event planning & guidance
  • Access to educational resources & market insights
  • Real-time dashboard with goal tracking & net-worth monitoring

You get everything you need, nothing you don’t.

Transparent Pricing: Built for Clarity & Confidence

Comprehensive Financial Plan

1% once

of your household income (gross)

A complete financial & estate plan tailored to you. Pay once, plan for the future.

Get Your Financial Plan

Monthly Subscription

1% / yr ÷ 12

of your annual household income (gross)

Get ongoing advice and unlimited support for a simple monthly fee.

Available after you complete the comprehensive financial plan

Start Monthly Support

Investment Management

1%

of your investment portfolio

Professional investment management with your goals in mind.

Only for those who qualify

Learn About Investment Management

No hidden fees. No surprises. Just expert support when you need it.

Ready to Take Control of Your Financial Future?

Book your No-Cost Financial Diagnosis today, get a personalized action plan, and start building the legacy you deserve.
Limited spots available to ensure personalized service.

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