Get more value than the cost.
The best investment you’ll ever make
Pricing
A Value-Driven Model
Life evolves, and so should your financial plan. Our pricing is based on an annual retainer tailored to the complexity of your financial situation and adjusted each year as your needs change.
We proactively keep you on track year-round, providing real-time strategies to optimize your wealth and make smart financial decision.
With our value-driven model, you’ll always know you’re getting more value than the cost of our services.
Pricing
TIER ONE
$6,500 - $8,500
AVERAGE COMPLEXITY
TIER TWO
$8,500 - $10,000
AVERAGE TO MODERATE COMPLEXITY
TIER THREE
$10,000 - $15,000
MODERATE TO HIGH COMPLEXITY
TIER FOUR
$15,000 - $20,000+
HIGH COMPLEXITY
*Price is customized based on the complexity and advice you need. Evaluated on an annual basis.
What you can expect from us on your team:
The Process of Your Financial Journey
The first thing we do is a complimentary assessment of your financial situation to be sure we can add value. We only move forward if we can offer more value than the cost you’ve invested in our services.
Our innovative strategies have saved business owners thousands of dollars, but the best part about our unique process is the peace of mind you get from having a clear and organized plan. You’ll never have to worry about making a financial decision again.
The Blueprint planning process involves four 2-hour meetings where we do a deep dive into every aspect of your finances and present your customized plan.
The meetings can be held over Zoom or at our office.
When your plan is complete, we continue coaching you to implement and maintain your plan. Having your financial advisor by your side as you and your business grow is the best investment you can make to ensure your financial dreams are fully realized.
To get the most out of the ongoing advice service, you should regularly communicate with your financial planner for real-time advice. Engaging with your financial planner in anticipation of major life events or financial decisions will help alleviate a lot of the stress that comes with big changes and decisions. You should also explore our proprietary tools and resources to stay on top of your finances. These tools are only available to our clients on the ongoing advice service.