What we do — and what it costs.
Fee-only and fiduciary. We’re paid directly by you — never by commissions or product sales — so our advice answers to you alone.
Book a free consultationTwo simple fee structures.
We’re a fee-only fiduciary — paid directly by you, never by commissions, product sales, or third-party referrals. Choose the structure that fits: a percentage of assets under management (AUM), or an equivalent flat fee.
Percentage of AUM
Our fee scales with the assets we manage for you.
Flat fee
A fixed, predictable equivalent — regardless of asset level.
One-time financial plans.
A one-time financial plan is a negotiated flat fee, generally $5,000–$15,000. It includes a full analysis of where you stand today plus up to three additional scenarios — partner track vs. corporate counsel vs. in-house, retiring early, buying a home, or funding college. We set the specifics with you individually.
Pricing partnerships for bars and firms.
Bar associations
We partner with bar associations to offer their members reduced pricing. If you help lead a bar, we’ll set up a member benefit.
Nonprofits & their employees
Reduced pricing for those in public-interest and nonprofit work — and thank you.
Law firms
We build firm-wide financial wellness programs and coordinate with your benefits department.
Full-service planning and management.
Comprehensive Financial Planning
- Net worth, cash flow, and investments laid out clearly
- Tax, insurance, benefits, long-term care, and estate
- Scenario analysis: retiring early, college funding, buying or selling a home
- Implementation, monitoring, and plan updates
Investment Management
- Allocation to your goals, time horizon, and risk
- Disciplined rebalancing
- Tax-efficient strategies
- Diversifying concentrated positions
Retirement & Elder Care Planning
A realistic plan for the retirement you’ve earned, plus elder-care guidance with a network of trusted experts.
HR & Benefits Liaison
We act as your advocate with your firm’s benefits department and help you make sense of the paperwork.*
Estate Planning & Family Discussions
We refer to, or work alongside, your estate attorney to keep your documents aligned with your plan.
Philanthropy & Values-Based Investing
Portfolios that reflect your values, and charitable strategies that may carry tax advantages.
Let’s find the structure that fits.
A free consultation is the fastest way to start. No pitch, no obligation.
Book a free consultation