Step 1: The Financial Map

One‑time planning fee

Deliverable: execution‑ready plan, 90‑day roadmap, and documented assumptions.

• Most plans: $5,500 – $7,500
• Complex (special‑needs, international, multi‑entity): Custom quote

Step 2: Ongoing Guidance (The GPS)

Annual retainer (billed monthly/quarterly)

We run the year‑round execution, coordination, and guardrails.

• Core Retainer: $6,000 – $8,400 / year
• Advanced Retainer (charitable execution, Medicare guardrails, special‑needs coordination): $8,400 – $12,000+ / year

Step 3: Investment Management (Optional)

Implemented per your investment policy—either included within an Advanced/Custom GPS retainer or provided as a low AUM wrap (e.g., 0.50%).