Empowering Financial Freedom.
One Financial Journey at a Time.
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AWARENESS
You are seeking clarity to understand your cash flow, to manage debt wisely, and to plant the first seeds of sustainable wealth.
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GROWTH
You have made progress — and you feel the momentum. Now, you're ready to construct something lasting.
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ABUNDANCE
Success has arrived — yet you know that wealth, without wisdom, can slip through your hands like water.
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FREEDOM
You have moved beyond accumulation — you are now cultivating legacy, impact, and deep personal freedom.
AWARENESS
You are awakening!
Client Profile:
Individuals earning gross annual income between $75,000 and $150,000
Couples earning gross annual income between $150,000 and $300,000
Investable portfolios are less than $250,000
You are ready for:
A sustainable and supported approach to financial planning
Clarity and control over your day-to-day spending
Confidence in managing and investing your monthly cash flow
Beginning to protect what matters most by creating or reviewing your Estate Plan and Insurance Policies.
How we support you:
Through deep analysis of your financial standing during the onboarding process using leading technology. And the creation of a values, goals and risk tolerance based financial plan along with a continued focus on implementation and collaboration in semi-annual or quarterly planning sessions. We walk with you — step by step — toward confident stewardship of your financial resources.
Service Pricing: $133 - $333 per month
GROWTH
You are building.
Client Profile:
Individuals earning gross annual income between $150,000 and $499,999
Couples earnings gross annual income over $300,000 and $999,999
Investable portfolios between $250,000 and $1 million
You are ready for:
Primary or Secondary Home purchase planning
College savings planning
Retirement income and distribution planning
Coordinated planning with CPAs and attorneys
Professional Asset Management (Optional for an additional advisory fee)
How we support you:
You receive the exceptional level of onboarding service awareness clients receive. The key difference is in our quarterly or bi-monthly check ins to stay the course when you are working towards multiple goals with lots of moving parts. We help you sharpen your tools and direct your energy toward measurable growth, ensuring each choice today nurtures a bigger tomorrow.
Service Pricing: $375 - $666 per month
ABUNDANCE
You are thriving!
Client Profile:
Individuals earning gross annual income between $500,000 to $1 million
Couples earnings gross annual income over $1 million
Investable portfolios between $1 million to $5 million
You are ready for:
Small Business Retirement Savings and Succession Planning
Employee Stock Option Strategies
Advanced Tax, Insurance and Estate Planning and Optimization
Retirement Income and Distribution planning
Inheritance and legacy planning
Coordinated planning with various professionals
How we support you:
We design personalized, forward-thinking strategies that respect both the numbers and the soul behind them — preparing your wealth to serve your life's greater purpose.
Service Pricing: $700 - $1,000 per month
FREEDOM
You are making a difference.
Client Investable portfolios over $5 million
You are ready for:
Sophisticated tax, investment, insurance and estate planning strategies
Leadership in philanthropy or family wealth education
Strategic meetings and ongoing stewardship
How we support you:
With mindful attention and masterful strategy, we help you steward your abundance into freedom — for yourself, your loved ones, and the world you wish to touch.
Annual Service Pricing: $1,250 - $2,500 per month