The Full Process, Step By Step
You email us
A few lines about what you need. We reply by the next business day with available times.
Free intro consultation
Thirty minutes by video. We ask about your situation and your goals. You ask us anything.
Engagement letter
Written scope, deliverables, timeline, and flat fee. You sign (or not) — nothing is owed until you do.
The work
We work through the agreed scope, usually over 1 to 3 weeks, checking as we go.
Handover & walkthrough
You receive everything we prepared, with a live walkthrough so you understand every page.
30-day follow-up
Questions after handover get answered by email, no extra charge.
How We Charge (And What We Never Charge)
A flat fee per project, agreed in writing before any work starts. That is the whole cost unless scope changes and you agree to the new scope in writing. We never charge based on percentage of your money, we take no commissions, no referral fees, no soft dollars, no revenue share with any product.
Typical fee ranges:
- Firm & Offer Audit: $250 – $600
- Personal Financial Blueprint: $600 – $1,500
- Investing Education 1-on-1: $750 – $1,800
Payment is 50% on signing the engagement letter, 50% on handover. No invoices after handover, no monthly fees, no auto-renewals.
What We Will Never Do
- Take any money that is not our quoted flat fee.
- Hold, move, or custody your money in any form.
- Ask for your passwords, logins, two-factor codes, Social Security number, or remote access to your devices.
- Recommend a specific stock, fund, policy, platform, or product.
- Share your details with any third party, ever.
- Pressure you to decide on the spot.