Client Portal 
One Time Just A Conversation
{Fee = $1500}
Kiplinger. What Everybody Needs to Know About Investment Fees. Advisor fees are typically “around 1%–1.5% of assets under management.”
Sophisticated & {Easy To Use For} Clients
A clear starting point to simplify your finances and take control with confidence.
One-time
THREE CONVERSATION STANDARD PACKAGE
$1,500 one time
Billed in advance
What's included
- Conversation 1 up to 1 hr: Discovery & your goals
- Conversation 2 up to 1 hr: Tailored checklists + how to guide
- Conversation 3 up to 1 hr: Review, accountability & next steps
- Custom checklists for your situation
Most popular
EXTENDED CONVERSATION PREMIUM PACKAGE
$1,300 upfront
then $150/month (starts after 3rd conversation)
What's included
- Everything in Standard package
- Ongoing 6-month reviews (2 meetings × 2 hrs each)
- Meeting 1: Progress check-in & new questions
- Meeting 2: Solutions & next steps
- Significant savings vs. managed investment fees
Ongoing support
MONTHLY CONVERSATIONS PACKAGE
$1,300 upfront
then $250/month (starts after 3rd conversation)
What's included
- Everything in Standard package
- Monthly 30-min check-in call
- Unlimited email support (direct from Brian)
- Unlimited phone support up to 15 min/call
- No handoff to support staff — always Brian
Monthly Conversations Package
$250.00 / month with 1 month free trial and a $1,500.00 sign-up fee
What’s included
- Everything in Standard package
- Monthly 30-min check-in call
- Same day email support (business days – direct from Brian)
- Unlimited same day telephone support (business days – direct with Brian
- No handoff to support staff — always Brian
- Significant savings vs. managed investment fees
Extended Conversation Premium Package
$150.00 / month with 1 month free trial and a $1,500.00 sign-up fee
Most popular
What’s included
- Everything in Standard package
- Ongoing 6-month reviews (2 meetings × 2 hrs each)
- Meeting 1: Progress check-in & new questions
- Meeting 2: Solutions & next steps
- Significant savings vs. managed investment fees
Three Conversation Standard Package
$1,500.00
One time fee
What’s included
- Conversation 1 up to 1 hr: Discovery & your goals
- Conversation 2 up to 1 hr: Tailored checklists + how to guidance
- Conversation 3 up to 1 hr: Review, accountability & next steps
- Custom checklists for your situation
- Significant savings vs. managed investment fees
Extended Conversation Premium Package
$150.00 / month with 1 month free trial and a $1,500.00 sign-up fee
Monthly Conversations Package
$250.00 / month with 1 month free trial and a $1,500.00 sign-up fee