Choose Your Plan
Flexible options depending on where you are in your financial journey.
Financial Foundations Power Hour
$150 USD
one-time fee
Perfect for clients with under $100k in assets
- 60-minute one-on-one strategy session
- Audit of your full financial landscape
- Customized 30-day action plan
- Limited email support for follow-ups
Portfolio Management
Starting at $1,000 USD
annual recurring fee
Perfect for clients with over $100k in assets
- Minimum $100k investable assets
- Custom portfolio strategy
- Ongoing monitoring & annual review
- Unlimited email support
Comprehensive Financial Planning
$2,500 USD
one-time fee
Perfect for clients with $100k+ in assets/income
- Full Comprehensive Financial Planning
- Custom lifetime financial roadmap
- Regular financial planning reviews
- Unlimited email and call support