Personalized Planning, Built Around You
Choose the track that fits your financial life.
What Working Together Looks Like
Emily, a 36-year-old clinical pharmacologist in Cambridge, felt overwhelmed juggling equity comp, child planning, and daycare logistics—even with a household income north of $400K.
Emily’s Story (Hypothetical):
-
Tax‑smart equity comp strategy for her RSUs, ESPP, and options
Values-aligned portfolio focused on sustainability and global health
Goal-driven cash flow and savings roadmap for home expansion, education, and family travel
Clear estate and legacy planning, including wills, healthcare directives, and a trust
“Calming, empowering, and judgment‑free,” Emily says of the experience.
Curious how this could work for you? Schedule Here
Fees & Pricing
We believe in transparent and straightforward pricing. Our fee structure is designed to align with your financial goals, ensuring unbiased, high-quality financial advice without hidden costs or commissions. Fees may be negotiable depending on the scope and complexity of services. Below is an overview of our pricing structure.
-
This is our most comprehensive offering. It includes portfolio management, ongoing financial planning, and quarterly strategy reviews.
1.25% on assets up to $2 million
1.00% on assets above $2 million
A minimum annual fee of $2,000 applies. Billed quarterly in arrears.
-
Includes a personalized financial plan and up to three 30-minute follow-up calls for ongoing guidance.
Starting at $3,000
-
Ideal for one-time questions, second opinions, or focused advice on specific topics like stock options, college planning, or charitable strategies.
$350 per hour, billed in arrears