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

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 greater wealth and independence. You’ll also get a comprehensive strategy to manage risks, so you can rest easy knowing everything that you’re building is protected.


Full-Service Advisory

Cost: $425 monthly

A personal wealth strategy is required for this service.

As a full-service advisory client, you’ll get ongoing mentorship, consulting, asset management, investment research, basic tax planning, and basic estate planning. 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.

As your wealth grows (and your tax and estate planning needs become more complex), you may be referred to a vetted and trusted expert in these areas (who also charge a transparent flat fee). This setup allows you to rest easy, knowing you have access to full-scale wealth management capabilities, while never paying for any services you don’t need.