Financial Planning
| Annual Fee | Billed Monthly | Managed Assets |
| $5,000 | $416.67 | $0-$200k |
| $4,000 | $333.33 | $200k-$400k |
| $3,000 | $250 | $400k-$600k |
| $2,000 | $166.67 | $600k-$800k |
| $1,000 | $83.33 | $800k-$1M |
| Included | $0 | $1M+ |
- ✓ Create a financial plan with a Certified Financial Planner™
- ✓ Ongoing email, and phone support
- ✓ Organize finances
- ✓ Retirement projections
- ✓ College funding
- ✓ Insurance review
- ✓ Investment recommendations
- ✓ Tax efficient strategies
- ✓ Student loan strategies
- ✓ 4 financial planning meetings per year
- ✓ No sales or commissions
- ✓ No account minimums
Investment Management
| Managed Assets | Management Fee |
| $0-$500,000 | 0.8% Annually |
| $500,000+ | 0.5% Annually |
- ✓ Investments implemented through our custodian, Charles Schwab
- ✓ Brokerage, IRAs, and more
- ✓ Low cost index funds
- ✓ Account opening, trading, and service
- ✓ Quarterly rebalancing
- ✓ Cash reserves strategies
- ✓ Retirement income strategies
- ✓ Tax efficiency
- ○ Asset location
- ○ Tax loss harvesting
- ○ Roth conversions
- ○ Qualified Charitable Distributions
