Services & Fees

Services & Fees

I’m proud to offer flat-fee services as a fee-only fiduciary.

I don’t sell products or earn commissions.

As an independent financial planning firm, I’m solely compensated by YOU to provide YOU with the most value.

Robert Kiyosaki put it well: education is CHEAP, experience is EXPENSIVE.

I’ve learned that lesson many times, yet I still find myself learning expensive lessons that I didn’t need to for failing to apply the “who, not how” principle. (PS – that’s an excellent book!)

That’s why my goal is to save you both time and money, all while guiding you confidently towards your goals without all the costly trial and error.

My fees are based purely on the service and value I provide, not on your income or assets.

For most mid-career clients aiming for financial independence through real estate, the annual fee is around $6,000.

Financial Planning

Financial planning for the Financial Independence, Retire Early (FIRE) community focuses on aggressive savings and investment strategies to achieve early retirement, emphasizing values-based spending, and tax-efficiency to help you quickly build wealth and replace living expenses without traditional employment. The goal is to intentionally create a life well-lived while making an impact in the world around you.

*Learn more on my My Process page. 

$2,000 to $8,000 per year

based on your complexity & stage of life

Real Estate Planning & Coaching

(Optional add-on) Real estate planning & coaching for aspiring and experienced real estate investors wanting the confidence that comes from aligning your real estate strategy and investments with your financial plan. It involves developing a strategy, market research, financial assessment, and coaching clients through the complexities of real estate investment to achieve long-term success and portfolio growth.

$2,000

Investment Management

(Optional add-on) Investment management is available for ongoing clients who wish to delegate their investing to a professional.

Annual Flat-Rate Fee Tiers

  • Up to $100,000 is free.
  • $100,000 to $250,000 costs $1,000
  • $250,001 to $500,000 costs $2,000
  • $500,001 to $1,000,000 costs $3,000
  • $1,000,001 to $3,000,000 costs $4,000
  • $3,000,001 to $10,000,000 costs $5,000

$0 to $5,000

Ready to get started?

BOOK A FREE INTRO CALL

Ready to
get started?

BOOK A FREE INTRO CALL

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