Take us with you [to your meeting with your CPA or Attorney]! We'll make it easier to understand your business finances and tax implications. We'll help marry business and personal decisions to help drive your personal goals and desired outcomes. Hiring a personal financial planner and advisor that also understands the cash flow, tax particulars and financials of your business or organization can provide substantial financial benefits.

 

Benefits may include: improved cash flow, tax strategy and overall tax reduction, private lending options, wealth management, trust & estate planning services, long-term care expertise, and more.

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FINANCIAL PLANNING FEES

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Business Owner + 2 Key Executives: $7,500 (typically a tax deductible business expense)

Personal Financial Plan: $2,500 comprehensive plan, $1,500 core plan

Annual Plan Updates: $1,000-$2,500 depending upon complexity

 

INVESTMENT MANAGEMENT FEES

 

In addition to creating a financial plan, many clients delegate investment management to us as well.  For investment management accounts, our fee begins at 1.35% of assets under management per year. This fee is broken down into quarterly increments and billed directly to the investment account. Generally, the percentage charged for investment management goes down as the amount of assets you have us manage increases.