Process & Pricing

Process - Simplicity

2) Implement and Evolve

1) Craft a Plan

Concert with blue lights

Pricing - Transparency

The minimum flat fee for ongoing financial planning is $2k per quarter.

For perspective, this is:

  • Less than 4% of a first year Associate’s gross salary if we assume the BigLaw salary scale

  • Less than 2% of a typical target comp for a BigLaw Partner

  • 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

If the assets that we manage for you cross $1,000,000, then the minimum flat fee is replaced by the asset-based fee outlined below. Investment management is completely optional.

Percentage Fee Based on Assets Under Management, if Managed assets cross $1,000,000

  • $0 - $1,000,000 / 0.80% (effective at $1,000,000)

  • $1,000,000 - $2,000,000 / 0.70%

  • $2,000,000+ / 0.60%

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.

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