When your advisor's success depends on you achieving your life goals, everything changes.

Build Your Financial Foundation

Construct Your Financial Foundation
Build a plan for your goals—not commission targets. Every recommendation is made with your best interest first.

Create Clarity Around Your Purpose
Align every dollar with what matters most. No pressure to sell—just time to understand your “why.”

Compound Through Strategic Investing
Access low-cost, tax-efficient strategies that help your wealth grow faster by keeping more of what you earn.

Control Your Financial Future
Transparent pricing. Fiduciary duty. Advice rooted in trust, not transactions.

Capitalize on Real Opportunities
Strategic thinking beats product pushing. We help you identify the smart moves that truly move the needle.

The Dynamic Guarantee

I guarantee satisfaction or you receive a full refund within the first 60 days of your service. No questions asked.

FPA

“A Rock-Solid Financial Plan Implemented with Action & Accountability”

Pricing starting at $7,500
$1,500 upfront + $500/ month

Who is it for?

Ideal for individuals or couples who want clarity, structure, and professional guidance to organize their finances and optimize their growth.

What do you get?

A comprehensive plan tailored to your goals, values, and lifestyle

  • Six implementation meetings to turn insight into action covering: Getting Organized, Cash Management, Investment Optimization, Tax Planning, Risk Management, Retirement Planning, Education and College Planning, Estate Planning, and Open Enrollment.

  • Estate planning made easy, including Trust & Will’s “Trust Service”* ($599) value

  • A dedicated CPA referral, connecting you with a tax professional who works with clients like you**

FPA Plus

“I Want to Delegate My Way to Freedom”

FPA Fee + Blended AUM fee
First $1 Million 0.90%
Next $4 Million 0.70% 
Next $5 Million and Above 0.50%

Who is it for?

Perfect for professionals in their wealth-building years who want more than a plan. You want partnership, perspective, and progress.

What do you get?

You’ll receive everything in FPA, plus:

  • Investment management, fully integrated with your financial plan

  • Quarterly check-ins to review progress, markets, and life changes

  • Proactive updates to keep your strategy aligned as life evolves

  • A long-term relationship with a fiduciary to get the peace of mind of knowing someone’s watching out for you every step of the way

Disclosures:
*Additional fees may apply for attorney review, notarization, or property retitling through Trust & Will.
**CPA services are billed separately and provided by a third party.
Dynamic FP receives no referral compensation for accountant (CPA), estate plan, or for investment product recommendations.

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