Experiences & Pricing

Phase 1

*Pricing is subject to change based on the complexity of the financial planning needs.


Best for working households who already have investment accounts and are looking for an advisor to optimize their finances. 

$1,500 - $3,000

Includes the following: 

  • 3-meeting planning experience
  • Unlimited email and phone access
  • Employer benefits review
  • Tax-savings opportunities
  • Investment review including 401(k), 403(b), 457(b), and TSP accounts
  • College savings strategies
  • Long-term retirement plan trajectory
  • Debt management recommendations
  • Estate planning education
  • Protection and risk management


Best for those with retirement on their mind (or already retired) who see value in receiving professional advice to help optimize irreversible retirement decisions. 

$3,000 - $5,000

Includes everything from GROW, plus the following:

  • Social security analysis
  • Long-term care risk analysis
  • Tax efficiency planning
  • Retirement cash flow analysis
  • RMD planning and withdrawal strategies
  • Charitable giving advice
  • Business continuation planning
  • Referrals to CPAs, estate attorneys, insurance brokers, etc. 


Best for those who desire constructive legacy planning, which includes utilizing our broader professional team for estate planning.

$5,000 +

  • Includes everything from Grow or Retire, plus the following:
  • Generational wealth planning incorporating tax-efficient strategies
  • Personalized estate planning with documents finalized by a local attorney as needed (*up to $1,500): 
    • Will
    • Durable Power of Attorney
    • Directive to Physician
    • Community Property Agreement
    • Credit Sheltered Trust
    • Children's Trust
    • Living Trust