An EnneaPlan® is Authentic Financial Planning, no cookie cutters allowed. Each plan is inherently unique because it is a direct reflection of your situation and values.

Your custom plan is delivered over a series of strategy meetings using robust interactive software, custom schedules and reports, execution options and action items.

We explore unique situations every day and craft customized strategies that inspire confidence.  As fiduciaries, we always strive to adhere to the standards set by the Securities and Exchange Commission (SEC).

For clients seeking asset management services in addition to financial planning we offer our EnneaPlan+ service.

With an EnneaPlan+ clients receive professional investment management services as well as full ongoing access to our team of advisors anytime they need our expertise.

We formally update your EnneaPlan+ on an annual basis and will coordinate action items with other professionals such as CPAs, attorneys, and mortgage professionals.

Pricing Schedule


No Investment Management Services

Plans start at $4,000 and increase based on complexity. A deposit of 50% is required at the start of the process with the remaining balance due upon completion.


With Ongoing Investment Management Services

Asset-based rates start at 1.2% for the first $1MM of AUM.

Ready to Get Started?

Our process begins with completing a set of online Pre-Meeting Questions, which will give us an overview of your financial picture and objectives. Once received, we will reach out to schedule a complimentary introductory appointment. Our services always begin with a complimentary consultation.

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