We believe transparent, easy to understand pricing is important. 

Our annual planning fee for each client is $4,000 and is payable in two equal installments. 

Our client experience begins with the setup of your client portal through our award-winning advisory platform, Emoney360Pro®.  The portal allows you to aggregate all of your financial account information in a single, secure, easy to use place – and it automatically updates every day, so you’ll always know where you stand.  Plus, The Vault® within your Emoney portal allows you to securely upload and store all of your important documents.  That means you’ll never be without them, even if you’re on vacation or in the event of a disaster.  

We have learned that in order to be most effective, the best approach is to concentrate on only a few planning topics at a time.  A clear focus each quarter ensures that we and the client can devote sufficient attention to important details.  Following the delivery of your core plan, we will meet with you quarterly for a deep dive on that quarter’s selected topics.  In each meeting, we will provide an actionable set of timely recommendations, along with an update on your overall financial progress.  Certain quarterly topics – for example, taxes, will be covered twice each year.  Ongoing quarterly meetings ensure that we address all of your needs as they evolve, and that we help you make the most of every financial opportunity that presents itself.