Process & Fee for Service

Our Process

A graphic with 5 separate elements pointing to a handshake. The 5 elements are a bag of money, a building, a degree, a beach and a family.We take a holistic approach to financial management resulting in extremely detailed and in-depth financial plans. Our goal is to design plans that integrate all aspects of your financial life, reduce your costs, and help achieve your goals.

After we complete a plan and craft a strategy for implementation, we remain in constant contact to provide ongoing adjustments.

This helps to track progress, refine objectives, and achieve your goals. The cost to create a financial plan is $5,000 and is often tax-deductible. The fee is waived for new graduates.

Plan Details

Our initial plans typically consist of 40-50 pages of detailed analysis and projections by our team of advisors.  Along with in-depth recommendations, we customize our plans to your individual situation. Our advisors do not receive commissions, and the initial planning fee offsets salaries and costs associated with plan preparation. Each plan includes an initial presentation consisting of a 2-hour in-depth review of your plan with your advisor.