Each and every one of our clients is unique and deserves a financial planning experience that fits their needs. Because of this, we offer several different fee arrangements to fit the way you would like to work with us.
Full Service Planning & Management
This arrangement provides the best value for teachers who want to become and stay financial fit. It includes unlimited access to a CERTIFIED FINANCIAL PLANNER™, the development of a full financial plan, ongoing planning in advice in all areas of your finances, and management of your investment accounts. No matter what life throws at you, you'll have a trusted professional on retainer to help you make the most of your finances.
Monthly Retainer Fee
This option is for those who have less than $250,000 that our firm will manage and is based on household income. Fees are paid directly from a checking account on the 15th of each month.
$200,000 and up
This option is for those who have more than $250,000 that our firm will manage and is expressed as a tiered, annual percentage of assets under management. The fees deducted directly from your investment account(s).
$2,000,000 and up
Project-Based Planning (Hourly)
This arrangement provides financial planning in the areas of your choice at a flat hourly rate. You'll work with a CERTIFIED FINANCIAL PLANNER™ who will help you develop a plan that fits your needs, whether it be a full financial plan, or just a single topic of interest. Since it's an hourly rate, you can budget for how much or how little planning and how many or how few meetings you desire.
Flat Hourly Fee: $200
This arrangement provides only the management of your investment accounts. During this process, we will determine your risk tolerance, set your asset allocation, build a portfolio based on that allocation, manage your portfolio on a discretionary basis, and incorporate tax-efficient strategies within your portfolio. You will receive an annual review to discuss your portfolio's progress and review performance, as well as a mid-year check-in phone call or web conference.
$2,000,000 and up