Our fees, in plain sight.

In this 90-minute session we will help you identify your problem areas with money, offer solutions and advice, set goals, and get you on a clear path towards achieving those goals. After scheduling your session, you will receive a digital comprehensive client questionnaire, followed by an application and payment authorization form which can be securely digitally signed through DocuSign. All requested information and payment must be completed and returned within 48 hours of your scheduled Session.

Our financial coaching program empowers you to take ownership of your financial decisions, supports your continual learning & growth, and keeps you accountable throughout the process. 1-hour sessions (month 1 - weekly, following months bi-weekly, 4 month minimum). All coaching packages start with a discovery session. During this session we will determine the cost of your package, which will range from $389–$889 depending on the complexity of your personal situation and needs.

For financial coaching clients who are also investment clients we offer a monthly coaching service to keep you on track with your goals and objectives. This service allows for a minimum of one coaching call each month (other availability on an as needed basis).

Depending on the complexity of the plan. Understanding where you stand financially, where you want to be, and the most effective way of getting there is one of the most enlightening things you can do to help your financial future. A financial plan helps you envision a clear path of your financial future and creates an invaluable bigger picture. Our financial planning services are designed for higher net worth clients who want a detailed roadmap to follow.

For hourly planning services on a limited scope of work, clients are billed $200.00 per hour and will receive an invoice after the completion of the financial planning services. Partial hours will be billed pro-rata in 15-minute increments. Services provided may include retirement planning, investment portfolio assessment and risk tolerance review and other general financial planning topics depending on the needs and concerns of the client.

Understanding where you stand today, where you want your portfolio to take you, and the most effective way of getting there is central to how we manage your investments. A well-built, actively monitored portfolio gives you a clear path forward and the confidence that your assets are working toward your goals.

Self-directed client access to an intuitive, digital estate-mapping platform to document personal legacy wishes at your own pace. Includes secure digital vaulting for document centralization. This service is not affiliated with Scharf Group or LPL Financial.

Includes interactive financial modeling of your wealth-transfer layout alongside administrative facilitation of the software platform. We assist you in gathering financial data and reviewing automated asset summaries to ensure your net-worth footprint aligns with your overall financial strategy.