Fee-Only Financial Planning

Boutique

From $125/week

  • What’s included?

    • No setup fees

    • Unlimited cloud storage

    • Up to 5 bank or credit card accounts

    • Reconciled Weekly

    Software included:

    • QuickBooks Online

    • Hubdoc (required)

    • Receipt Bank

Starting @ $600/month

  • Comprehensive Financial Planning

  • Tax preparation and annual tax planning

  • Retirement planning

  • Cash flow and budgeting

  • Monthly meetings

  • Unlimited phone calls and emails

  • Annual Rebalancing

  • Investment Recommendations for employer sponsored accounts

Starting @ $1,000/month

  • Comprehensive Financial Planning

  • Tax preparation and annual tax planning

  • Retirement planning

  • Cash flow and budgeting

  • Weekly Meetings

  • Unlimited Phone Calls and Emails

  • Annual Rebalancing

  • Investment Recommendations for employer sponsored accounts