Flat Fee Services


$1000Month

Investing Flat Fees Level 1

  • NO ADVISORY FEES
  • For investible assets < $2 million
  • Step 1: Initial Consultation (free)
  • Step 2. 20 minute Overview Appointment.(free)
  • Step 3: Complete Financial Roadmap (free)
  • To hire us a $1500 deposit is required to start the initial financial plan.
  • Step 4 Financial Plan Appt - remaining $1500 due
  • Step 5. Monthly payments of $1000 set up to start the month after the Financial Plan Meeting.
  • Step 6. Quarterly Investment Reports
  • Step 7. Annual Review of Investments & Financial Plan Updated
  • Financial Planning Potential Topics:
  • Cash  Flow  and  Debt  Management
  • College  Savings
  • Ongoing Financial  Goals
  • Insurance Analysis
  • Investment  Analysis
  • Retirement  Planning
  • Risk  Management 
  • Tax Preparation
  • Tax  Planning  Strategies
  • Estate  Planning Strategies
  • Charitable Giving Strategies
$2000Month

Investing Flat Fee Level 2

  • NO ADVISORY FEES
  • For investible assets of $2 million - $4 million
  • Step 1: Initial Consultation (free)
  • Step 2. 20 minute Overview Appointment.(free)
  • Step 3: Complete Financial Roadmap (free)
  • To hire us a $1500 deposit is required to start the initial financial plan.
  • Step 4 Financial Plan Appt -remaining $1500 due
  • Step 5. Monthly payments of $2000 set up to start the month after the Financial Plan Meeting.
  • Step 6. Quarterly Investment Reports
  • Step 7. Semi- Annual Review of Investments /Financial Plan Updated
  • Potential Topics covered:
  • Cash  Flow  and  Debt  Management
  • College  Savings
  • Ongoing Financial  Goals
  • Insurance Analysis
  • Investment  Analysis
  • Retirement  Planning
  • Risk  Management 
  • Tax Preparation
  • Tax  Planning  Strategies
  • Estate  Planning Strategies
  • Charitable Giving Strategies
$3000Month

Ongoing Comprehensive Financial Planning

  • NO ADVISORY FEES on investments held with us &
  • TAX PREPARATION IS INCLUDED *
  • Best for households with assets > $4 million
  • Step 1: Initial Consultation (free)
  • Step 2. 20 minute Overview Appointment.(free)
  • Step 3: Complete Financial Roadmap (free)
  • To hire us a $1500 deposit is required to start the initial financial plan.
  • Step 4 Financial Plan Appt - remaining $1500 due
  • Step 5. Monthly payments of $3000 set up to start the month after the Financial Plan Meeting.
  • Step 6. Quarterly Investment Report
  • Step 7. Quarterly Progress Meetings/ Financial Plan Updates
  • Potential Topics covered:
  • Cash  Flow  and  Debt  Management
  • College  Savings
  • Ongoing Financial  Goals
  • Insurance Analysis
  • Investment  Analysis
  • Retirement  Planning
  • Risk  Management 
  • Tax Preparation
  • Tax  Planning  Strategies
  • Estate  Planning Strategies
  • Charitable Giving Strategies
  • *Tax Preparation provided by XYTax Solutions