Designed for individuals and couples looking to take the first step and lay the framework for their financial lives.

Services Include:

• Cash Flow Planning and Budgeting

• Investment Management 

• Life Insurance Evaluation 

• Property and Casualty Insurance Assessment 

• Employer Benefits Review 

• Full access to planning platform, Right Capital

• Basics of Estate Planning

Annual Review Meeting

Unlimited Support (Check-ins/Emails/Calls)

Fee Structure: Upfront Fee $700 | Ongoing Retainer Fee $275 *Monthly subscription fees adjusted annually

Designed for individuals & couples looking to take the first step and lay the framework for their financial lives with small business needs.

Services Include:

• Cash Flow Planning and Budgeting

• Investment Management 

• Life Insurance Evaluation 

• Property and Casualty Insurance Assessment 

• Employer Benefits Review 

• Full access to planning platform, Right Capital

• Basics of Estate Planning

• Basic Small Business Planning

Semi-Annual review meetings

Unlimited Support (Check-ins/Emails/Calls)

Fee Structure: Upfront Fee $850 | Ongoing Retainer Fee $400 *Monthly subscription fees adjusted annually 

Designed for individuals and families with more complex financial planning needs.

Services include:

• Cash Flow Planning and Budgeting

• Investment Management 

• Life Insurance Evaluation 

• Property and Casualty Insurance Assessment 

• Employer Benefits Review 

• Full access to planning platform, Right Capital

• Estate Plan Creation Meeting

• In-Depth Business Planning

• Stock Options and Equity Compensation Planning

• Tax Planning

Quarterly review meetings

Unlimited Support (Check-ins/Emails/Calls)

Fee Structure: Upfront Fee $1,000 | Ongoing Retainer Fee $550 *Monthly subscription fees adjusted annually

Designed for individuals and families nearing retirement with over $500k in investable assets. This plan includes all services listed in The Accelerator, and focuses on getting you ready for retirement.

Emphasis On:

Retirement Distribution Strategies
Social Security Timing and Evaluation
Pension Assessment 
Understanding Retirement Investment “Buckets”
Roth Conversion Assessment
Planning for the Gap Years - From Retirement to Social Security
Medicare Assessment
Understanding Your Requirement Minimum Distribution (RMD)
Potential Retirement Gifting Options
Retirement Scenario Creation Right Capital

Semi-annual review meetings | Option for 3rd ‘working’ meeting if needed
Unlimited Support (Check-ins/Emails/Calls)

AUM Fees

Initial Planning Fee Waived

$0-1M = 0.80% AUM
$1.0M - $2.0M = 0.75% AUM
$2.0M - $3.0M = 0.70% AUM 
$3.0M - $4.0M = 0.65% AUM Above $4M = 0.60% AUM

*Billing switches to AUM once assets under management exceed $500k