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Services & Pricing

A comprehensive financial plan unburdens you from not knowing if you are making the right decisions. It will help you understand if you are on track toward your goals, and if not, how to adjust the plan to get on track. 

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Financial Planning

  • Financial assessment of all major areas of your finances

  • Initial strategy sessions focus on top priorities needing immediate attention

  • Face-to-face, meetings done virtually or at your place of business or home if you live in South Central Alaska

  • Ongoing planning with quarterly client communications

  • Ongoing access to me anytime via email, phone, or meeting as requested. Life happens and you do not have to wait until a regularly scheduled time to reach me

  • Full financial collaboration with your other partners including insurance brokers, attorneys and CPAs when needed

  • You manage your investments with the advice we provide

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Financial Planning Fees: Start at $3,600 based on complexity.

One-time Initial Planning Fees: Start at $1,000 for an engagement.

Watching Stock Market

Investment Management

  • Includes Comprehensive Financial Planning*

  • Independent & Fee Only Investment Selections

  • Custom Portfolios built around your outside investments, your goals, and your risk tolerance.

  • Quarterly Portfolio Review & Rebalancing

  • Tax Loss Harvesting

  • Annualized fees for investment management services are based on the following fee schedule:

Assets Under Management           Annual Advisory Fee

           $0 - $250,000                                0.90%

    $250,001 - $1,000,000                         0.75%

 $1,000,001 - $2,000,000                        0.65%

  $2,000,001 and Above                         0.45%

  • Above fee schedule does not include any Outside Manager's fee if employed.

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* Account minimums may apply and are negotiable.

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Ask an Expert

Project Based Planning

  • One FREE phone or video call to discuss the scope of your engagement. 

  • I will provide you an estimate & quote for the engagement.

  • After receiving the information needed, I will do the analysis and make recommendations.

  • We will meet to go through the analysis and recommendations.

  • Follow-up email detailing what was discussed, different options, recommendations and your next steps.

  • Topics include:

    • Debt Repayment​

    • Home buying

    • Education savings

    • Cash flow/budgeting

    • Student loans

    • Portfolio rebalancing

    • "Can I get a second opinion on...?"

    • "How does this...affect my taxes?"

Hourly Planning Fee: $300/hr

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