How We Think About Pricing

Most financial services throw numbers at you without context. We've watched clients struggle with this for years, so we decided to change it. Our pricing reflects the time we spend understanding your situation, the expertise we bring to solving actual problems, and the ongoing support that makes everything stick.

Here's what matters: we don't charge for phone calls when you have questions. We don't bill separately for follow-up reviews. And we certainly don't add fees when your circumstances change and you need a different approach. The price you see covers the relationship, not just a transaction.

Every plan includes quarterly check-ins because finances shift—sometimes gradually, sometimes overnight. You'll work with the same advisor throughout, someone who knows your history and understands where you're headed. That continuity saves time and prevents the frustration of explaining your situation repeatedly.