![image for Wealth Implementer](https://cdn.zephyrcms.com/18c6d16d-5d7f-4512-848f-5efc84fb0007/-/progressive/yes/-/format/jpeg/-/scale_crop/700x460/center/project-based-financial-plan.jpeg)
Wealth Implementer
This is ideal for those who:
- Are looking for direction from a professional on a project basis
- Don’t want ongoing support
- DIY investors
What you can expect:
- A customized plan of action based on your unique financial circumstances at the time of the engagement.
- 3 Meetings plus 1 Optional Follow Up Call
Your Investment:
- $300/hour (minimum $2,400)
- $500 billed upfront and the rest after plan delivery
![image for Wealth Builder](https://cdn.zephyrcms.com/9650083d-f952-4cdd-b24e-8c10e7a9d9a2/-/progressive/yes/-/format/jpeg/-/scale_crop/700x460/center/untitled-design-15.png)
Wealth Builder
This is ideal for those who:
- Desire ongoing recommendations, implementation, and monitoring
- Value a longer term relationship with a financial planner
- Have financial planning needs but have not amassed significant wealth yet (less than $1 million of assets)
What you can expect:
- A partnership to help you stay accountable to your desired goals
- Ongoing monitoring and support
- A customized plan of action based on your unique financial circumstances that we update as life changes
Your Investment:
- Flat annual fee (starting at $417/month)
- Calculation = (0.5% x Net Worth) + (1% x Adjusted Gross Income), billed monthly
![image for Wealth Scaler](https://cdn.zephyrcms.com/0f35c774-e451-4fde-a987-249c6b56ac52/-/progressive/yes/-/format/jpeg/-/scale_crop/700x460/center/untitled-design-16.png)
Wealth Scaler
This is ideal for those who:
- Desire ongoing recommendations, implementation, and monitoring
- Value a longer term relationship with a financial planner
- Have amassed significant wealth (greater than $1 million in assets)
What you can expect:
- Everything in the Wealth Builder Package with a greater emphasis on investment management, estate planning, and high net worth tax planning
Your Investment:
- Progressive fee based on assets under management over $1 million
- $0 - $3,000,000: 1%
- $3,000,000- $5,000,000: 0.75% AUM
- $5,000,000 +: 0.5% AUM