Flat-Fee Planning
The prices you see here are exactly what you pay. I believe in straightforward pricing without hidden costs or percentages, offering clear options designed to fit the complexity of your financial life.
Hourly Advice
$250/hour
Paid upon completion of the engagement.
1 Hour minimum
Billed in 15 minute increments
Project Plan
$2,500
Half paid in advance, remainder upon completion.
90 days of advisor access
Written financial plan and projections
2 planning meetings
Investment recommendations
Tax planning analysis
Insurance and estate review
If you decide to become wealth management client, payment is credited toward annual fee.
Wealth Management
$7,000/year
Billed in quarterly installments directly from investment accounts
Ongoing access for questions
Retirement, income and distribution planning
Investment management
Tax preparation and planning
At least 2 meetings per year
Insurance and estate planning/review
Full timeline given below
Hourly Advice
Introduction call (no charge)
Estimate of time for engagement
Schedule meeting
Summary via email post meeting
Project Plan
Introduction call (no charge)
Data gathering and payment collected
Review meeting approximately 1 week following upload of data
Additional meeting 1 week later to discuss plan implementation
After meeting, final recommendations are provided via a written plan
Available for follow up questions until end of 90 day engagement
Wealth Management
Introduction call (no charge)
Data gathering
Initial planning meeting and recap
Transfer accounts to Charles Schwab and JKD Financial management
Begin implementation stage and annual services
Ongoing Services Calendar
Timeline of Wealth Management Services
Year-Round
Ongoing advisor access, investment management, tax preparation and planning, retirement and distribution planning.
1st Quarter
Tax Preparation & Review
2nd Quarter
Planning Meeting (Goal Focused)
3rd Quarter
Insurance & Estate Review
4th Quarter
Planning Meeting (Year-End Focused)
Tax Preparation
Additional Services
Base Plan
$250
1040 Prep (includes federal and state return filing, standard deduction & 5 W2s or 1099s)
+ $25 each
Additional W2/1099
(beyond the 5 already mentioned)
+ $50 each
Additional State Return
Schedule A & D
+ $100 each
Schedule E (3 rentals on 1 Schedule E)
+ $150 each
Schedule C & F