Our Services & Fees
Who do we specialize in working with?
Financial Services Associate/Retiree
At least 5-10 years in the industry
Upper management/supervisory equivalent position
Approx. 45 years old or older
At least $1.5 million in investments
Salt-of-the-Earth Millionaire
Honest, simple, hard-working people
At least $1.5 million in investments
Preferably located in the Spokane, WA area
Doesn’t quite sound like you? We’re still happy to meet with you and see if we can help somehow.
View our Services & Fees below or schedule an Intro Call here.
Explore Our Services
Comprehensive Financial Planning
Description
A holistic review of your personal finances and investments.
The initial engagement of about six months includes a high-level analysis of the applicable areas of your personal financial picture. After that, you can continue as a client to receive ongoing financial planning or you have the option to go DIY.
Pricing
The fee for the first three months ranges between $4,900 and $8,900, depending on the level of complexity of your financial situation.
Thereafter, your fee will be based on the nature of your financial situation. Depending on various factors, the fee may range from $2,500/quarter to $8,500/quarter.
Financial Check-Up
Description
One-time analysis of your finances covering several foundational areas. Perfect for those who don’t want or need the full Comprehensive service.
Pricing
$2,500
Jump Start Call
Description
One-time call with advice on a limited topic or topics. Perfect for those who don’t need, or can’t afford, other more in-depth services.
Pricing
Pay what you want between $0-$475.
Not sure exactly what you’re looking for? That’s okay, we’d love to meet with you and talk about your situation and how we might be able to help.
Schedule an Intro Call here.