How Do You Get Paid?

Fee-Only, and 100% Transparent

We make money in 2 simple ways:

1. We charge you for an initial diagnosis and plan of action (usually $1,500 - $3,000)

2. We charge a fee that’s a percentage of the assets that we manage for clients. (ranges from .65% - 1.25% per annum)

   We DO NOT get paid through the sale of insurance products, commissions, kickbacks, or other undisclosed forms of revenue.