Pricing

Ongoing Planning

$200/month/individual

$300/month/couple

Ideal for early to middle career pharmacists that want ongoing financial planning, accountability, advice, and implementation by a CFP® practitioner.

  • Retirement
  • Cash Flow & Debt Management
  • Investment Management
  • Tax Planning
  • Risk Management
  • Employee Benefits
  • Education & Student Loans
  • Estate Planning
  • Major Financial Decisions

3 meetings/year + check-ins PRN

$500 initial planning fee

Just Investing

1% AUM

The classic fee-only option. Ideal for high net worth individuals or people who just want investment management implemented by a CFP® practitioner.

  • Investment management
  • Starting at 1% AUM with breakpoints at $0.5MM & $1MM

1 meeting/year + check-ins as needed

Ongoing Planning included for >$0.25MM AUM

We are a fee-only financial planning firm that does not require a minimum dollar amount to open and maintain investment accounts.