You’re the main character in this story.
Let’s get to the next level together.
We are here for the journey with you.
Like any good plan, we start mapping that journey with the end goal in mind.
What does the next level look like for you?
We help you think BIG and design what your greatest life looks like if your money had no limits.
The thing is...Life doesn’t happen in a straight line.
There’s all sorts of twists and turns along the way, and that’s where the value of financial planning services comes in.
Do you have a sensitive issue you need to take care of? That’s what we’ll handle first.
Then, we take a systematic approach to work through all the areas of your finances, including:
- Managing your income & cash flow
- Retirement planning (early retirement, if you’re so keen)
- Business planning
- Healthcare & benefits optimization
- Insurance
- Estate planning
- Tax planning strategies
This initial foundation building is 3 months. But if you want to move at a different pace, you’re in charge.
Here’s a peek into the process:
Ready to get to the next level?
We give our best advice with both services paired together, but we do offer them individually. Here’s how we charge and how both services work:
Financial
Planning
- Setup Fee: $1,000 (50% upfront & 50% when we deliver your plan)
- Annual Subscription Fee: Starts at $4,800 for individuals, paid in monthly installments of $400
During our initial call, we will present a price proposal that fits your household.
The fee is reviewed every 12 months and is adjusted if your financial situation has changed. We don’t like surprises and will review this with you in advance.
Investment
Management
- 1% of assets under management
Providing an investment strategy aligned with your ideal life is part of the financial planning fee. If you want 1Up to manage your investments, we use a third-party custodian and charge an annual fee of 1%. This means, for every $10,000, the annual cost is $100.
Want to implement the investment strategy we provide to you?
No problem. We don’t require you to move your accounts to us. There will also be times when it doesn’t make sense for us to manage your account. We charge this fee to be compensated for our time, but it does not drive recommendations.
Hourly Financial Planning
We also provide financial planning through an hourly fee structure at a rate of $250 per hour. Hourly Financial Planning is available to help you address specific questions or issues. You can choose any of the above topics to cover or something more specific that’s bugging you.
