Process & Pricing

 

Process - You’re gonna be a star

Rock a Signing Session

Get set up to start financial planning with a customized approach tailored to your unique financial situation and goals.

Pick the Tour Stops

We develop an initial financial plan with key action steps and priorities, mapping out your journey to financial success.

Hire the Crew

We connect you with specialists as needed. These may include Insurance Brokers, Estate Planning attorneys, and Tax Advisors.

Get on the Tour Bus

Enjoy ongoing planning and execution for your financial life as it evolves, with our team providing VIP service every step of the way.

Put on Your Show

Your financial life will evolve just like your personal life and career. We take care of the admin and maintenance so that you can continue to put on the best show for yourself and your audience.

Pricing - the fine print

  • $2,000 Onboarding and Setup Fee

    • Paid upon initiation of the agreement

  • $1,500 per Quarter Minimum Ongoing Financial Planning Fee or

    • $500 per Hour for Projects

  • Fee Increases if we Manage $750,000 or More of Your Assets

    • Investment management is optional

Features - the vip treatment

  • Direct, Ongoing Access to a Seasoned, Licensed, Credentialed Professional

  • Reliable Point of Contact Who Knows Your Situation

  • Expertise in the Needs and Strategies for Families in the BigLaw World

  • No Investment Minimums

  • No Commissions

  • No Call Center

value - what do you get

What are you paying for?

  • Expertise - We serve a niche market of BigLaw attorneys like you. We have the experience and credentials to deliver the highly competent, quality service that you have earned.

  • Time - Not just our time, but yours. What is your time worth? Is it best spent on becoming an expert in financial planning and applying that expertise as issues arise?

  • Focus - We can serve a lot of people at a lower price point, or we can serve a niche market at a fair price point that allows us to focus our attention on you and your issues.

What are you not paying for?

  • Beating the Market - We believe that saving you money by keeping your investment fees, taxes, and transaction costs low is a much more reliable strategy than trying to pick hot stocks. Not to mention the savings you may enjoy by reducing emotional investment decision making mistakes.

  • Timing the Market - We do not believe anybody can consistently predict when to get in and out of the stock market. The best time to start investing was yesterday. The next best time is now. Time in the market is far more important than timing the market.

  • Biased Advice - We do not earn any compensation other than the fees we are paid directly from clients for our advice. We do not receive commissions from product sales, revenue sharing from investment funds, or increased compensation from recommending proprietary products. Our minimum quarterly fee reduces our incentive to simply gather assets to charge a % fee.

understanding - is it worth it?

The minimum flat fee for ongoing financial planning is $1,500 per quarter.

For perspective, this is:

  • Less than 3% of a first-year Associate’s salary if we assume the BigLaw salary scale

  • Equivalent to 1 hour of services per month under the Hourly Service, but with no cap on access for ongoing clients

  • A way to offer real financial planning services to those who need it but do not yet have the large investment account balances required by many other firms

To see a full list of our services and pricing, please click here. Above is a summary highlighting our primary service and fees.