Flat-fee, fiduciary advice

Get clear, actionable guidance on your financial life. No money management or commissions, just advice focused on what's best for you. All for a transparent, flat fee.

Choose your advisor

What we do

Honest financial advice

Advice focusd entirely on what's best for you

Flat-fee pricing

Transparent pricing with no commissions or hidden incentives

Actionable guidance

Clear, practical steps to reach your financial goals

Which service is right for me?

Let's find the one that works best for you and your situation!

What is it?

What you get

Best if you want...

Email support?

Example topics

Price

The Hour

What is it?

A one hour session to talk with a financial advisor

What you get

1 hour meeting
Follow up notes

Best if you want...

1-3 questions answered about your finances
A review of your portfolio

Email support

Example topics

What should I invest in?
How much house you can afford
How to rollover a 401k
Using Roth vs traditional
How to invest for your kids
Get a second opinion on your existing financial advisor

Price

$175-$400

one time

The Plan

What is it?

An 8 week comprehensive program to map out your financial future

What you get

3-4 meetings
8+ page financial plan
28+ hours of analysis

Best if you want...

A full review & in-depth analysis of your financial life
To project your retirement date

Email support

Yes, for 8 weeks

Example topics

How different scenarios would affect your retirement
How to be tax efficient in retirement
When to exercise employer stock options
If you should sell your rental property
Plus everything in The Hour

Price

$2,300-$5,200

one time

The Ongoing

What is it?

An ongoing relationship with a dedicated financial advisor

What you get

Quarterly check in meetings
Unlimited email support
Annual 2 page financial checkup

Best if you want...

Continuous support from an advisor who knows you
An accountability partner

Email support

Yes

Example topics

Keeping you accountable in increasing your net worth
Helping you achieve early retirement
Supporting you through Roth conversions
Deciding how to withdraw your money in retirement
Plus everything in The Hour

Price

$200-$500/ month

billed quarterly

The Hour

Ask a financial advisor anything about investing in one hour. From $175-$400.

Book a meeting

What is The Hour?

Get expert advice in 60 minutes

Get clarity on 1-3 big questions

Actionable next steps

What do I get with The Hour?

60 minute video call
with a financial expert

Follow up meeting notes
(click for example)

How does The Hour work?

Fill out an intake form with basic info about yourself

Upload your documents to the secure vault (only if you want)

Meet with your advisor for one hour. Share your screen if you want!

Get follow up notes with actionable steps!

Get started with The Hour

$175-$400/ meeting

1 hour meeting with a financial advisor
Detailed follow up meeting notes
Browse through our roster of handpicked advisors to get started!

Choose your advisor

The Plan

Take a deep dive into every corner of your finances. Get a detailed financial plan from $2,300-$5,200.

Find an advisor

What is The Plan?

Collaborate with a dedicated
advisor for 8 weeks

Get projections based on
different life scenarios like
having kids or buying a home

Get a roadmap of when you can
retire

Get specific recommendations
on everything in your financial
life

Dig deep into topics like
insurance, employer stock,
rental properties

Get help with accountability & implementation

What do I get with The Plan?

Get 28+ hours of analysis ($4,900-$11,200 value) from a dedicated, expert financial advisor including:

8+ page custom
financial plan

8 hours of expert
planning & analysis

5 hours of document
review

3+ one-hour meetings

4+ hours of
implementation help

Unlimited email
support for 8 weeks

Choose your advisor for The Plan

How does The Plan work?

Over the course of eight weeks, we'll learn about you and your goals,
craft a custom financial plan, and help you implement your plan of action.

Week 1

Link your accounts
and upload your
documents

Week 2

Meeting 1: Tell us
about you, your
family, and your goals

Weeks 3 & 4

Your advisor analyzes your
financial situation and creates a
comprehensive plan

Week 5

Meeting 2:
Presentation of plan
& actionable steps

Weeks 6 & 7

You will implement your
recommendations & use your
advisor as a resource

Week 8

Meeting 3:
Accountability and
wrap up

If you're unavailable at any time during the eight weeks, we can pause and resume when you get back!

What does a financial plan look like?

Your 8+ page financial plan gives a full breakdown of your financial life including future projections and an actionable plan to meet your goals.

Get started with The Plan

$2,300-$5,200one time

8+ page comprehensive financial plan
3-4 meetings over the course of eight weeks
28+ hours with a dedicated financial advisor of your choice
Browse through our roster of handpicked advisors to get started!

Choose your advisor

The $2,300-$5,200 payment is due after the first meeting.

The Ongoing

Your go-to financial advisor, support system, and accountability partner all in one. From $200-$500 / month.

Find an advisor

What is The Ongoing?

Ongoing support from a trusted advisor who knows you

Your dedicated go-to expert for your money questions

An accountability partner to keep you on track

Guidance through your financial journey & life events

Your financial "personal trainer" to help you step by step

Your cheerleader to keep you motivated & empowered

What do I get with The Ongoing?

You'll build a relationship with trusted advisor who's with you through the highs and lows. Someone in your corner to keep you on track, adjust to life's changes, and cheer you on every step of the way.

An annual financial checkup & personalized action plan

A check in meeting every three months

Unlimited email support from your dedicated advisor

Reminders of key financial dates & opportunities

Help with implementation and taking action

Access to an interactive financial dashboard

How does The Ongoing work?

First month

Link your accounts

Meet with your advisor to discuss your finances & goals

Get your first financial check up with feedback & recommendations

Receive an action plan for the next 3 months

Every 3 months

Check in meeting

Get a new action plan for the next 3 months

Every year

Receive a new financial check up

Year round

Email your advisor anytime you need support!

Your advisor proactively helps you stay on track

What does the annual financial checkup look like?

Your 2+ page checkup reviews your financial health including your net worth, cash flow, investments, and retirement projections. Set goals, get recommendations, and track your progress. Get a refresh every year.