Services and Pricing

Reflective Wealth Planning

The fastest way to real wealth is knowing what truly matters to you, allocating your money to those things, and eliminating all the unnecessary clutter.

By wasting less and investing more, your net worth grows. And by prioritizing what matters most, your quality of life improves.

Let us guide you along a three-step journey to full financial independence

  • Security

    Be secure always, even if you lose your income.

  • Freedom

    Easily withstand a pay cut to do happier work.

  • Independence

    Do what you want, when you want, with whom you want.

Personal Wealth Strategy

Cost: $1,500

The foundation of your strategy will be optimizing the three biggest drivers of your wealth: the money you earn, the money you spend, and the money you invest. We’ll start by identifying your non-negotiable life goals. And based on your spending needs, we’ll identify your minimum required income and optimal investment strategy to achieve them. Any additional surplus will allow you to accelerate your journey to financial freedom and, ultimately, financial independence. You’ll also have a comprehensive strategy to manage risks, so you can rest easy knowing that everything you’re building is protected.


Full-Service Advisory

Cost: $425 monthly

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For clients who’ve already established a personal wealth strategy.

As a full-service advisory client, you’ll get full-time mentorship, consulting, and asset management. Through ongoing collaboration, you’ll gain a deeper sense of clarity around your most important life goals. And through ongoing education, you’ll gain a deeper sense of empowerment to achieve them. You’ll also get ongoing financial advice, investment management, tax planning, and estate planning.


Comprehensive Wealth Management

Cost: $625 monthly

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For high-net-worth clients who’ve already established a personal wealth strategy and are making planned withdrawals from their investment accounts.

As a comprehensive wealth management client, you’ll get everything from full-service advisory, plus advanced tax and estate planning. By actively pursuing ways to minimize your annual tax bill, we’ll ensure more of your money goes toward the people and things that are most important to you. As a result, you’ll create a legacy you’re proud of, both while you’re alive and after you’re gone.