Pricing

Do-It-Yourself

IDEAL FOR ACCUMULATORS

$49
Per Month

Includes all of the following:

  • Access to all-in-one personal finance tracker Monarch Money
  • Access to DIY financial planning and education software Savology
  • Access to DIY estate planning software Vanilla
  • Ask Me Anything monthly office hours
  • Schedule one-on-one calls for $300/hr

We’ll Do It WITH You

PERFECT FOR VALIDATORS

$3,750 One-Time
$1,500 Quarterly*

Includes all of the following:

  • Ongoing professional partnership
  • Proactive planning and review
  • Coordination with all your financial professionals
  • Coaching on how to manage your portfolio
  • Optional: tax preparation for a separate fee based on complexity
  • *Starting price - can scale up based on complexity

We’ll Do It FOR You

BEST FOR DELEGATORS

$3,750 One-Time
1.25% Annually*

Includes all of the following:

  • All services from the “We’ll do it WITH you" model
  • Plus: Professional investment management
  • *$500,000 minimum