Clear & Simple Pricing & Services
Our pricing is designed with mental health professionals in mind—simple, transparent, and tailored to meet your specific needs.
We provide the tools and expertise to manage your finances effectively, with no surprises. Whether you're part of a group practice, working within an organization, or looking to start or optimize your own private practice, we're here to help!
Comprehensive Financial Planning
We take a holistic approach to financial planning, ensuring your personal and professional finances work together. We simplify your life by coordinating with CPAs, attorneys, and other professionals, so you don’t have to juggle multiple relationships.
Year One
Starting at $5,000, based on complexity.
The first year fees start at $5,000, but they vary based on the complexity of your financial situation. For example, someone with a W-2 job might pay less, while someone starting or optimizing a private practice may pay more.
Year Two+
Adjusted based on the ongoing level of complexity and work
After the first year, fees adjust based on your ongoing needs, with services tailored to your situation. We’ll always keep things fair and only charge for the work we’re doing.
Three Month Trial
Starting at $2,000, based on complexity.
If you’d like to test the waters first, you can start with a 3-month trial at $2,000. If you move forward with full planning, we’ll credit that amount toward your annual fee.
Payment Options
Choose from monthly, quarterly, semiannual, or annual payments. Plus, pay via EFT, checking, credit card, or investment account (if investments are managed by Marrone Wealth).
Investment Management
With Financial Planning
If you're also getting financial planning, the investment management fee is 1% of the assets we manage annually.
Investment Management Only
If you’re just looking for investment management, see our AUM fees table.
Larger Portfolios
If you have $500,000 or more in investments, we’ll include financial planning at no extra cost. Fees are deducted directly from your investment account.
Financial Planning Services for Long-Term Success
We guide psychologists and mental health professionals to financial clarity and confidence. Our services integrate financial planning, practice management, and collaboration with trusted professionals, ensuring your wealth, retirement, and business finances are well taken care of.
Personal Financial Planning
We start by understanding your goals, challenges, and financial mindset to create a custom plan that nurtures long-term confidence and growth.
Private/Business Planning
We assist with setting up or optimizing your private practice, from entity structure and tax planning to retirement strategies, ensuring your financial success.
Investment Management
We manage your investments with a focus on maximizing returns, protecting against market downturns, and ensuring tax efficiency.
Estate & Legacy Planning
Design a plan to ensure your loved ones are cared for and your legacy reflects your values, with discounted services from estate planning attorneys.
Tax Planning & Strategies
Explore strategies to reduce your tax burden, keeping more of your hard-earned money in your pocket while staying compliant.
Budgeting & Cash Flow
We help you organize your finances, balancing current needs with future savings to ensure a smooth financial journey.
Education Planning
Plan ahead for education costs, exploring options that make higher education more manageable financially for your children or yourself.
Family Planning
We guide you through life milestones like marriage and children, ensuring your finances are in order for these exciting transitions.
Charitable Planning
Craft a strategy for giving back that aligns with your values, maximizing impact and potential tax benefits.
Insurance Reviews
We review your insurance policies to ensure you're properly covered without overpaying, protecting your financial plan and future.
Large Purchase Planning
Navigate big purchases like homes, cars, or investment properties with confidence, from initial planning to final decisions.
Retirement Planning
We help you design a roadmap to financial independence, so you can enjoy life on your terms—whether working or not.