Fees are flat, disclosed in advance, and tied to the work—not to account balances or transactions. I don’t earn commissions or product fees, and advice isn’t influenced by how assets are invested.

90-Day Financial Sprint

$5,000
Billing: 50% ($2,500) due before the engagement begins; 50% ($2,500) invoiced at completion.

Year-Round Advisory

$3,500 per year
Eligibility: available only after completing the 90-Day Financial Sprint.
First year: fee waived for the first year following completion of the Sprint.
Billing (beginning Year 2): invoiced in two equal installments, billed semiannually in arrears.

Focused Review

$500–$5,000+
Flat fee based on scope, quoted and agreed upon in advance. (Fees are negotiable for Focused Review engagements.)

Why flat fees

Flat fees keep advice simple and aligned. The cost doesn’t change based on how assets are invested, how often accounts trade, or how markets perform. That separation allows decisions to be evaluated on their merits, not on how they affect compensation.

No manifesto. Just logic.

What fees cover

Advisory time, planning work, analysis, and guidance within the defined scope of each engagement.

What fees don’t cover

Product costs, custodial fees, fund expense ratios, or legal and tax preparation services. When appropriate, I coordinate with your other professionals.

Short. Factual. No disclaimers tone.

A note on fit

This fee structure works best for clients who value clarity, independence, and defined engagements. If you’re looking for performance-based pricing, asset-based fees, or product-driven advice, this practice may not be the right fit.

Details are always discussed before any engagement begins.