Pricing
Quarterly Founder Check-in
I typically meet with clients on a quarterly basis to provide a holistic view of their personal financial situation.
The ongoing advising fee includes an hourlong detailed financial meeting, annual net worth mapping, and on-going email support for quick questions.
Quarterly....... $249
Note: Typical industry pricing is .5-1% annually of total investments. So if your total stocks and bonds are $500,000, a 1% management fee is $5,000 per year.
My fee is $259 quarterly or about $1,000 on an annual basis. Since I do not manage your stocks and bonds, I do not price my service as a percentage of your portfolio.
Instead, most of my clients manage their own portfolios or use a low cost option in addition to the quarterly consultation I provide.
If you need additional services not included in the founder's package, I am happy to help you find you an external solution.
These services not included typically include investment planning, bookkeeping, preparation of tax forms, monthly budgeting, and insurance coverage.
