Fee Structure

Our hourly rate is $300 per hour and our financial plans generally fall into four price ranges. Every household is different and these are general guidelines. During your Get Acquainted meeting your planner will work with you to determine which type of plan is the best fit for you.

  • Scouting Story
  • Journey Story
  • Touring Story
  • Expedition Story

Cost Estimate Table: New Clients

Scouting Level

< $2,700< 9 hours
  • Scouting plans are typically for people who are just starting out in their career and are just beginning to save and think about retirement.
  • Cash Flow Review
  • Review of Assets
  • Paying Off Debts
  • Basic Saving Advice
  • Basic Strategies to Achieve Short & Long Term Goals

Touring Level

$2,700 - $3,9009-13 hours
  • Touring plans expand on the Scouting plan with more attention to areas such as:
  • Basic Retirement Modeling
  • Home Affordability
  • College Savings
  • Life Insurance Needs
  • Disability Insurance Needs
  • Investment Advice for both Retirement and Non-Retirement Investment Accounts

Journey Level

$3,900 - $5,10013-17 hours
  • Journey plans expand on the Touring plan and require more specialized knowledge in areas such as:
  • Detailed Retirement Modeling
  • Planning for early retirement
  • Retirement Distribution Strategies
  • Private Primary/Secondary Education
  • Social Security Maximization
  • Consolidation of Accounts
  • Pensions / Annuities
  • Rental Property
  • Stock Awards
  • Long Term Care Planning
  • Unique Family Situations

Expedition Level

$5,100 - $7,20017-24 hours
  • Expedition plans require the coordination of many moving parts and, because of the level of complexity, require more time for areas such as:
  • Special income situations
  • Many types of investment accounts
  • Complex tax situation
  • Multiple rental properties
  • Higher assets spread over many accounts

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