Our comprehensive planning includes cash flow planning, portfolio review, insurance review, estate planning, retirement planning, tax planning, investment strategy, and so much more.
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Our fixed fee plans start at $2,500 and increases with complexity. We’ve listed some of the factors that add complexity here for you to arrive at a rough estimate. In our discovery call, one of our planners will present a price proposal that fits your household.
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Most of our clients find tremendous value in bringing their financial planning, investment management and insurance solutions under one roof. This is why most of our clients also add on investment management so they can focus on what matters (career, family, changing the world) and leave the money management to skilled and compassionate professionals.