Pricing: Invest in Your Future with Our Premier Wealth Blueprint
Simple, transparent pricing to get your financial house in order and keep it that way forever.
Unlock Financial Clarity and Confidence
Option 1: Planning + Ongoing Support
$395 per month
Designed for individuals seeking comprehensive planning and proactive financial guidance.
This option includes:
- Purpose-driven financial framework tailored to your values and goals.
- Organization of financial documents and streamlined investment planning.
- A detailed, actionable financial, tax and investment plan.
- Monthly maintenance schedules.
- Proactive adjustments as your life changes.
- Quarterly planned meetings.
- Annual tax planning and ad-hoc meetings.
- Support and referrals for estate and insurance planning.
Option 2: Planning + Investment Management*
$195 per month
Perfect for clients who want financial planning and professional investment management.
Includes everything in Option 1, plus:
- Year-round tax monitoring.
- Tax-efficient portfolio management.
- Roth conversion implementation.
- Tax-loss/capital gains harvesting.
- Qualified Charitable Distribution (QCD) implementation.
- Asset location optimization.
- Concentrated stock diversification.
- Investment account consolidation and rebalancing.
*Asset under management (AUM) fee starts at 1.2% and then goes down. Minimum $500,000 investment management relationship. AUM fee declines as we manage more of your wealth.
Option 3: Planning + Investment Management**
$0 per month
For those ready to leverage their financial success with fully integrated planning and investment management.
Includes everything in Option 2, plus:
- Legacy planning beyond basic estate planning & asset transfers.
- Comprehensive cash management solutions.
- Done-for-you tax preparation.
- Proactive quarterly tax planning.
- Exit planning for business and privately held assets.
- Rebalancing across private and public investments.
- Advanced tax-aware giving strategies.
- Concierge services.
**Asset under management (AUM) fee starts at 1.10% and then goes down. Minimum $1 million investment management relationship. AUM fee declines as we manage more of your wealth.
How it Works:
Step 1: Schedule a Call
We’ll meet virtually to discuss your goals, challenges, and how the Premier Wealth Blueprint can help.
Step 2: Choose the Right Plan
Select the option that best fits your needs, and we’ll formalize the engagement.
Step 3: Build Your Blueprint
Together, we’ll design a financial plan that aligns your wealth with your life goals and execute it step-by-step.
Why Choose the Premier Wealth Blueprint?
- Clarity: Simplify your financial life with a structured plan.
- Confidence: Know every decision supports your goals.
- Peace of Mind: Stay on track with a trusted partner by your side.
Explore how the Premier Wealth Blueprint can transform your financial future.
FAQ About Our Pricing
Your fee covers personalized financial planning, ongoing support, and access to tools and resources tailored to your needs.
Our annual fee includes professional investment management and tax optimization, with reduced rates as we manage more of your assets.
We’ll adapt your plan to reflect life’s changes—whether it’s a career shift, market change, or new priorities.
Our engagements are a minimum of one year. This way, we’ll have the right amount of time to prepare your plan and begin implementing your solution.
No. Our approach is relationship-based, and such approaches limit our ability to truly understand your planning needs and how best to tailor solutions for your needs.
Schedule your consultation today and take the first step toward clarity, confidence, and peace of mind.