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Financial Planning Services

Wealth Navigator

Wealth Navigator

Partner with us to help achieve your financial goals. 

Financial planning assistance by the hour or at a flat rate monthly fee.

Gain organization, simplification, and confidence in your financial journey

Let us be part of your success story by serving as your Wealth Navigator!

Navigator Basic - Ongoing Subscription ($525 per month / $6,300 Annual)

This is a basic long-term relationship with ongoing recurring services that covers specific areas of your personal finances. If you are just looking for some help on a monthly basis, this service might be for you. This basic service provides:

  • Organization & Visualization of Your Finances (via Asset Map)
  • Research topics client requests and provide summary
  • Ongoing review of financial well-being
  • Monthly meeting *

* Can also be used as a meeting companion for conference calls or video meetings with other professionals. 

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Navigator Premium - Ongoing Subscription ($1,050 per month ($12,600 Annual) + PLUS Complexity and Plans Development) * 

This is a comprehensive, deep dive into your household finances through this long-term relationship with ongoing recurring services that cover: cash & debt management, asset allocation, and risk management coordination. In depth progress meetings conducted every four months to cover, but are not limited to: 

  • Organization & Visualization of Your Finances 
  • Cash Flow, Debt, & Risk Management
  • Financial Goals Planning & Accountability **
  • Retirement Planning
  • Estate Planning ***
  • Charitable Giving Planning
  • Investment Planning (for assets held away)
  • Investment Management ****

After the first year, your overall fees should go down. ** $2,500 initial payment for financial plan development required and under separate agreement. *** If applicable, Estate Planning payment required in full and in advance of plan development and under separate agreement (fees vary per plan and complexity, estimated cost for trust-based estate plan for single individual with one property, $2,000 + ($250 per additional deed / entity) + notary services). **** Additional fees are required on an asset under management basis (as a percentage of) and under separate agreement; $100K account minimum required.

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Navigator Hourly - Project Basis ($250 per hour)

Navigator Hourly - Project Basis ($250 per hour)

This a limited scope one-time engagement into a specific area of your personal finances. An estimate of the number of hours will be provided upfront. If you have a few questions or just looking for help in one specific financial area, this service might be for you. One-time projects may include, but are not limited to:

  • Home / Major Purchase Planning
  • Debt Management Planning
  • Charitable Giving Planning
  • One Time Investment Analysis