Transparent Pricing
I believe being transparent with my pricing is an important element of offering my services in a fair and ethical manner.
My fees certainly aren't the cheapest. I might be biased here, but I believe the value of my services exceeds the prices I charge. And of course you need to make that determination for yourself. That's one of the reasons I don't ask for any commitment: you may discontinue your engagement with anytime - without penalty.
I've taken an oath to never earn money from promoting any product. The only way I earn money is through the fees my clients pay me. This revenue model ensures you never have to worry if I'm recommending something because it's really right for you or because of the sales commission I earn.
I never earn a commission on selling anything. Ever. Nice and simple. 🎁
Holistic Planning
Established Practice Owners
The standard annual fee for holistic financial life planning services is $4,997. ($5,997 for couples where each has their own business or private practice.)
Scholarships & New Practice Owners
I also offer a limited number of scholarship slots. The cost for scholarship recipients can be as low as $2,997 annually, with priority typically given to new-ish practice owners. Please contact me for more information.
Higher Net Worth
If you have investable net worth over $500,000, your annual fee will be 1% of your investable net worth (rather than $4,997). This 1% fee will be higher than $4,997.
Payment Methods
Holistic financial planning requires an upfront payment of $497 (waived if you've completed the Quick Start Coaching Intensive).
Ongoing fees are paid quarterly in arrears (e.g. payment is due at the end of the quarter in which services were provided). Fees may be automatically deducted from investment accounts, or paid via credit card or ACH bank transfer.
Project Engagements
Overview
The prices for each project are listed as part of their description on the Projects Page. Prices range from $600 to $2,000. The first step in the project engagement process is to complete a Quick Start Coaching Intensive with me, which I describe on the Start Here page.
Sliding scale pricing is available. Sliding scale pricing is determined by either annual household income or private practice annual revenue (depending on the project). See the individual project descriptions on the Projects Page for details.
Payment Methods
Half the fee is due at the outset of the engagement and the remainder due upon project completion. Fees may be paid via credit card or ACH bank transfer.
Coaching Engagements
The standard 60 minute coaching session is priced at $250. Multi-session packages with discounted pricing are also available. Give me a shout on the Contact Page for more information.
The first step in the coaching process is to complete a Quick Start Coaching Intensive with me, which I describe on the Start Here page.
Payment Methods
Half the fee is due at the outset of the engagement and the remainder due upon project completion. Fees may be paid via credit card or ACH bank transfer.
Investable Net Worth
I define investable net worth as the total net value of all your assets, excluding your primary residence. Hence investable net worth would include the value of any bank accounts, investment accounts, retirement accounts and real estate (other than your primary residence). Investable net worth is reduced by any outstanding debts, including credit card debt, mortgages and student loans.
Fees for financial life planning services are the same regardless of whether you choose to self-direct your investments or have me manage investments on your behalf.
