Pricing
Our Pricing is simple and designed to align with your needs.
Our pricing consists of two elements:
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1. One-Time Fees
One-time fees cover any costs that will occur once = Setup Fees, Cleanup Fees, Annual Reporting.
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2. Monthly Investment
Your monthly investment covers the cost of your year-round planning time & deliverables to keep you healthy and moving toward your goals.
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Reporting-Only Options
Individuals
Avg. $400-$1,000 year
Businesses
Avg. $700-$3,000+ year
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Year-Round Planning + Reporting
Individuals
Avg. $89-$249 per month
Businesses
Avg. $199-$999+ month
- The numbers above are averages - your exact investment could be more or less, based on the complexity of your needs and the number of services required (taxes, accounting, payroll, IRS help, etc.).
- Your specific pricing will be based on your unique goals and the option for working with us you select (Reporting Only or Year-Round Planning + Reporting).