World Class Guidance
Simple, Transparent Pricing for Fiduciary-Level Advice
We charge a flat fee equal to 2% of your gross household income from the past 12 months for our comprehensive, unbiased financial planning. As fiduciaries, we’re committed to offering objective guidance tailored to your unique goals—never influenced by commissions or product sales. If you can afford to live on 98% of your income for the next 12 months, we will deliver a financial plan that brings clarity, confidence, and as many of the in-depth analyses listed below as apply to your situation.
Design
- Executive Summary
- Cash Flow Statement
- Net Worth Statement
- Comprehensive Investment Planning
- Retirement Planning
- Time Segmented Retirement Distribution Planning
- Education Planning
- Age 73 Tax Trap Assessment and Coordination Plan
- Debt Elimination Strategies
- Asset Protection Strategies
- Family Generational Consulting and Planning
- Comprehensive Life and Disability Insurance Audit
- Comprehensive Long-term Care Analysis
- Tax Analysis (Latitude External Resource)
- Estate Plan and Trust Review (Latitude External Resource)
- Social Security Optimizing
- Restricted Property Trusts
- Equity Compensation Strategies
- “What If” Scenario Comparisons
- PERA Service Credit Purchase Analysis
- Pension Maximization Strategies