How We Charge

Simple. Transparent. Aligned With You.

No commissions. No hidden fees. Just clear, thoughtful advice backed by over 20 years of experience.

Five western red cedars in Brian's backyard.

Financial Planning

Flat Fee Starting at $10,000/year
Billed quarterly at $2,500

Includes:

  • Retirement income planning (with guardrails, not guesses)

  • Tax strategy and Roth conversion planning

  • Charitable giving guidance (DAFs, QCDs, appreciated stock, etc.)

  • Estate planning coordination

  • Spouse-inclusive meetings (even if only one of you loves spreadsheets)

  • Ongoing updates as life—and markets—change

👉 First quarter is prorated based on the start date of your engagement.