Nourish Your Roots

This service offers a cultivation of the financial lives our clients have already started to build.  This is typically a six-month engagement. Our goal with this services is to take what you have already planted and provide our expertise to nourish the roots further, which creates a stronger core for future growth.

The fixed fee for this service can range between $1,500 and $5,000, the fee may be negotiable based on complexity and scope of the services needed.  The fee will be calculated based on an internal checklist we use to determine the approximate complexity of the questions and the time required to complete the planning engagement.

For our small business clients, we typically charge a minimum of $325  per month based on the complexity of planning for both the business and the clients household.  We will provide a list of the agreed upon services via the engagement document.