The clients that will benefit most from our services and approach are those that are great at managing their own investments, want to keep control of their assets, but want a relationship with a professional to ensure they aren’t missing anything.

For an initial project, the fees for our services are paid for by the hour, determined by project complexity. $300/hour for projects between 10-20 hours, $300/hour for projects between 20-39 hours, and $500/hour for projects 40+ hours. After the initial project is completed, you will move to the hourly model for any ongoing work.

A $499 deposit is required upon signature on a contract and the remaining balance is due upon receipt of completed financial plan at the conclusion of the engagement.

We are located in Nebraska and work with clients virtually and in-person out of our office in Elkhorn, NE. Our process is optimized to work well with virtual clients as well as those that can make it to an in-person meeting.

There are no asset minimums as we do not offer assets under management (AUM) services! Anyone who needs hourly advice and planning can get hourly advice and planning.

The initial financial plan is a project where the fee is determined by how many hours it will take to complete. From there, updates and ongoing meetings and advice are strictly hourly.

Clients who want one-off advice without an initial comprehensive review to fulfill our fiduciary responsibilities are not a good fit. Clients who are looking for somebody to assist them with attempting to beat the market are also not a good fit.

We start with a 15-minute conversation. I’ll get to know your situation and assess the complexity of your needs. Following this, we’ll sit down for an hour-long, more in-depth conversation so I am able to provide a firm quote for your initial financial plan.