A Custom Plan for Every Need

Our Fees and Prices

Financial planning shouldn’t cost you an arm and a leg. We offer tailor-made financial advisory service packages that fit your unique life goals and needs. Don’t see what you’re looking for? We can create a customized package for each person.

As Featured In

Transparency, Customizability, Integrity
Expert Fiduciary Financial Services in on Long Island

Choose the Financial Planning Package That’s Best For You Find the Right Plan for Your Needs

We offer three comprehensive fee-only plans, tailored to your needs and designed to evolve with you.

One-Time Financial Plan

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$500 Per
hour

We estimate your plan will take 8-12 hours
Typically takes 90 days from onboarding to final plan delivery

One-Time Financial Plan

Ongoing Financial Planning Relationship

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$400-$1,000 Per
month

Quarterly review meetings after the onboarding phase
12-month minimum commitment

Ongoing Financial Planning Relationship

Investment Management and Financial Planning

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We’ll manage your portfolio for 1.00% up to the first $1 million

We'll manage your portfolio for 1.00% up to the first $1 million
0.50% for assets above $1 million
Comprehensive financial planning included
Requires a minimum asset transfer of $500,000

Investment Management and Financial Planning

Optional Financial Planning Add-Ons for You

Need a little extra help for your financial plan? Try one of our helpful add-on packages.

Tax Services Add-On

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Pricing based on complexity

Starting at $600 for Federal 1040 + one state return
Price can be divided by 12 and added to the Financial Planning fees
This plan can be added to a One-Time Financial Plan or an Ongoing Financial Planning Relationship plan

Tax Services Add-On

Wealth Management Add-On

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0.50% to 1.00% of Assets Under Management (AUM)

Fee reduction for households above $1 million
This plan can be added to a One-Time Financial Plan or an Ongoing Financial Planning Relationship

Wealth Management Add-On

N Number of Ways to Invest N Number of Ways to Thrive

Why N Financial Plans?

It’s about finding a trusted advisor and guide who’ll help chart a course through murky financial waters and help you achieve what you’ve always envisioned. When you choose us, you choose insights for life, confidence and care, and peace of mind in exploring the complexities of your goals.

Multi-Faceted Team with Decades of Experience

You’ll work with an experienced Certified Financial Planner (CFP®) and IRS Enrolled Agent (EA) with nearly 20 years of experience in the tax planning and preparation landscape. Your tax advisor will coordinate all the necessary tax filings while also planning for future tax years and anticipated changes in your income. We have experience serving clients across the nation and the world.

Fee-Only Financial Planning For the Win

We choose fee-only versus fee-based pricing, commissions, and kickbacks. With our flat-fee-only investment and tax planning preparation model, you pay one flat fee for our entire suite of tax planning and preparation services. No corporate bureaucracy — just honest, friendly, and dependable tax planning and investment advice.

A Fiduciary-Informed Client-Centered Approach

Since we’re compensated solely by clients, we take a client-centered approach, ensuring a partnership founded upon trust and transparency. We believe that comprehensive tax planning services should address this and future years’ tax filings. In other words, we’re here to plan for you, for the present and the future.

Extensive Financial Expertise Backed By Authorities

As both a Certified Financial Planner® and Enrolled Agent (the highest credential offered by the U.S. Department of Treasury), our team brings nuanced and strategic tax planning strategies for better wealth management. Our multilingual team works with clients across the globe to help them achieve financial freedom. We’ll show you N financial ways that you and your money can flourish.