Pricing

Our 3 pricing options are flat-fee based, meaning your fees stay the same as you grow. Enjoy affordable, transparent financial management with no hidden costs.

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Toolbox

Best for

Young professionals, couples, those beginning their financial journey.

$1800

/year

Investment Management

Advisor Email and Text Access

1 annual virtual meeting with your advisor

Retirement Planning

Tax Efficient Planning

Cash Flow Planning

Estate Plan Evaluation

Home Affordability Analysis

Debt Repayment Strategy

Basic College Planning

Lifestyle Analysis

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Shed

Best for

Young families, employees with equity based comp, those building wealth.

$3000

/year

Everything in Toolbox, plus:

2 bi-annual virtual meetings with your advisor

Roth Conversion

Self Employed Planning

Alternative Investment Access

Tax Filing

Real Estate Investment Analysis

Equity Compensation Analysis

Creation of Will/Trust/POA/Medical Directive

Advanced College Planning

Insurance Planning

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Shed

Best for

Young families, employees with equity based comp, those building wealth.

$3000

/year

Everything in Toolbox, plus:

2 bi-annual virtual meetings with your advisor

Roth Conversion

Self Employed Planning

Alternative Investment Access

Tax Filing

Real Estate Investment Analysis

Equity Compensation Analysis

Creation of Will/Trust/POA/Medical Directive

Advanced College Planning

Insurance Planning

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Shed Family Office

Best for

High earners, business owners, expats, those seeking the complete family office experience.

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Everything in Shed, plus:

4 quarterly virtual meetings with your advisor

Complex Tax Planning

Overseas Retirement Planning

Complex Alternative Investment Access and Planning

Foreign Property Analysis

Small Business Planning

Continuous Estate Planning

Car Lease vs Own Analysis

Charitable Giving

Multi-Generational Planning

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All pricing plans include

Investment Management

We will leverage our investment experience to create a customize portfolio that aligns your time horizon, personal goals, and behavioral traits.

Client Portal Access

Maintain crystal clear transparency through your client portal desktop or mobile application. Track movemement in your net worth driven by investment and planning decisions at any time.

1on1 Meetings

Conveniently schedule meetings at a time that suits you through our online scheduling system.

24/7 Messaging

Message us anytime through secure text messaging allowing you to keep us updated on any changes that may need to be made in between meetings.

Apply Now

Apply now to jump the line and reserve priority access at discounted rates. While you wait, gain access to actionable investment insights and financial planning advice.

Apply Now

Apply now to jump the line and reserve priority access at discounted rates. While you wait, gain access to actionable investment insights and financial planning advice.

Apply Now

Apply now to jump the line and reserve priority access at discounted rates. While you wait, gain access to actionable investment insights and financial planning advice.