What It Costs

We start with a free conversation

We begin with a complimentary phone call with one of our qualified Financial Planners so we can get to know each other. It’s your chance to share what’s happening for you now, ask questions, and see if we’re the right fit. There’s no cost, and no obligation.

Your Financial Road Map®, at no charge

If we’re a good match, the next step is your Financial Road Map®.

This session helps you get clear on what matters most to you, where you are now, and where you want to get to. Many clients tell us it’s the first time they’ve looked at their finances this way.

Your Financial Plan: a fixed fee

Once we’ve created your Financial Road Map®, we’ll offer to build a full, bespoke Financial Plan around your values, goals, and financial reality. This is charged at a fixed fee, which we’ll explain clearly and in advance.

There’s no ongoing commitment at this stage – you can take your plan and use it however you choose. Many clients go on to work with us to put their Plan into action.

Ongoing service: a percentage-based fee

If you decide to move forward, our ongoing service keeps your plan up to date and on track. We charge this as a percentage of the assets we manage for you, with a minimum annual fee.

You’ll get regular review meetings, updates to your plan, and day-to-day support as your life changes. We’ll explain the full details clearly before you decide anything.

No surprises, no hidden costs

We believe fees should be easy to understand and fair for the value they deliver. If you ever have questions about how ours work, just ask — we’ll give you a straightforward answer.