What It Costs

Let’s start with a free conversation

We begin with a complimentary 30-minute call or meeting to get to know each other. This is your chance to talk about your goals, ask questions, and find out if we’re the right fit. There’s no cost and no obligation.

Your free Financial Road Map®

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

This session helps you get real clarity about what matters most to you, where you are now, and where you want to get to. Many of our clients say it’s the first time they’ve ever looked at their finances this way.

Your Financial Plan – fixed fee

Once we’ve created your Road Map, we’ll offer to build a comprehensive Financial Plan designed specifically around your goals, values, and financial reality.

– This service is charged at a fixed fee, which we’ll confirm clearly in advance.

– There’s no ongoing commitment at this stage – you can take your plan and use it however you choose.

– Many clients choose to continue working with us to put their plan into action.

Ongoing service – percentage-based

If you decide to move forward, we’ll offer an ongoing advice service to help keep your plan on track.

– This is charged as a percentage of the assets we manage on your behalf, with a minimum annual fee.

– This includes regular review meetings, updates to your plan, and day-to-day support as your life and circumstances change.

We’ll explain the full details clearly and transparently before you make any decisions.

No surprises, no hidden costs

We believe in making our fees easy to understand and fair for the value we provide. If you ever have questions about how it works, just ask — we’ll always give you a straightforward answer.