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How we get paid

it probably won’t surprise you that we wanted to be a different kind of financial planning firm.  First, we don’t just care about your money.  Your money is just a means to an end.

What we really care about is the life you want to have. Our job is to help you get there.  That might mean offering some business advice, connecting you to a potential collaborator or provider, and of course, helping you harness the power of every penny you have — with the goal of making more faster, so you can accomplish your life goals.

We had to think a little differently about how to charge for our services because we don’t fit into the neat little box of “financial planner.”

 

Our fee structure:

$1,000 — to build an annual plan

and then you can choose from one of three annual strategy and counsel plans:

  • $365/year if you’d like to meet with one of our associates twice a year
  • $1,000/year if you want to meet with Bryan or Phillip quarterly (2 are face to face and two are on zoom)
  • $2,500 if you’d prefer to  meet with Bryan and Phillip quarterly (face to face) and monthly (zoom)

All three plans come with direct access to your advisor by email,  24/7 access to our online financial snapshot software, our monthly newsletter, etc.

For more details on each plan — reach out and we can walk you through your options.