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Plans and Pricing
A range of opportunities to suit every client
For Individuals
Personal Flat Rate
One comprehensive financial plan
$1,795
Personal Subscription
Plan plus reviews every 12+months
$1,200 lump sum
+$99/month
For Businesses
Business Owners Flat Rate
One comprehensive financial plan
Starting at $2,495
Business Owners Subscription
Plan plus reviews every 12+months
$1,600* lump sum
+$139* /month
*Starting rates, varies on number of entities involved and complexity of the situation.
Subscription plans have access to exclusive bookkeeping and tax preparation services at an additional cost.
Subscription has a minimum 6 month requirement with 30 day cancellation policy.
Amounts are subject to increase once a year.
Bookkeeping and tax preparation services have tailored pricing. Let's discuss your needs first.
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