Services

What are you looking to accomplish?

Everything we do starts with you, so peruse the offerings below to see what feels like the best fit. Once you're done, let's talk about it - use the buttons below to start your journey. All of the links are designed to be completed in 15 minutes or less, but if you want to take more time to provide additional detail, you're welcome to.

Book Consultation

Start a Plan

Tax Questionnaire

One-Time

Planning

Best for DIYers who want a professional review of their situation.

Holistic plans start at $3,000, and a la carte reviews start at $500 per topic.

Investment management NOT included but may be added as an additional service.

All prices may increase with complexity.

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Ongoing Planning

***Most Popular***

Best for individuals and families who want a professional to answer questions and provide valuable, proactive advice about all areas of their finances.

Includes everything listed in One-Time Planning PLUS Investment Management at no additional cost.

Annual fee is 0.50% of net worth, payable monthly, with a minimum of $100/month.

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Investments

Best for individuals and families who don't see value in the areas of planning included in Ongoing Planning, but want to delegate asset management.

Data-driven investment management for annual fees of 1.00% on first $1 million and 0.50% thereafter.

If you're an employer considering implementing a retirement plan, please reach out via the Contact Page for more information.

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Taxes

Yes, taxes too! Simple tax returns start at $200 and increase with additional complexity.

Returns PFP can help with:

Standard (W2s, 1099s)
Self-employed (Schedule C)
Rental Properties (Schedule E)
Trust & Estate

PFP Refers out partnership and corporate returns. Complete the Tax Questionnaire to get started!

Tax Questionnaire