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Our Service Offerings
(a full comparison of services can be found at the bottom of this page)

Veterinary and Service Professional Coaching Package

$150 per month

Is this for me?

For those early in their career seeking or do-it-yourselfers looking for a consultant.

Key topics include contract negotiations, understanding non-compete clauses, getting your retirement accounts started, and early career-related guidance. Regular monthly check-ins.

Financial Planning
(Investment Management Add-On Available)

$1,000 per Quarter

Is this for me?

For those seeking a lifelong financial planning partner to walk side by side with them through life's challenges. The only thing certain in life is that change will occur, and having a planner to walk with you each step of the way makes the process more peaceful.

Key topics include the discovery process, future financial projections, tax planning, and taking steps to ensure peace of mind with financial security.

Investment Management Add On

Asset-based pricing below

Is this for me?

For those with investable assets seeking a lifelong financial planning partner and a simple and effective investment management strategy integrated with their plan.

For assets we manage over $200,000, incentive credits are available towards your financial planning fee.

We use low-cost global investment strategies and consolidate your accounts under one login for easier accounting of your funds.

Project Based Planning

(Pricing based on complexity)

Is this for me?

If you are seeking guidance on 1 or 2 topics, or have a unique problem to solve, this is more likely what you are looking for.

Asset-Based Pricing

$0-$1,000,000 1.00%
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$1,000,001 to $2,000,000 0.70%
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$2,000,001 to Above 0.35%

According to Vanguard's study on the worth of a financial advisor, they estimate it is at a 3% value.

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For the full study and disclosures see this LINK

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