Fixed Fee Packages — all solution, no problem

Because all of our services are designed to help you own the moments that shape your future, we provide as-needed consultation on a fixed fee basis. This helps us maintain the independent objectivity our clients count on.

All packages include face-to-face meeting time, research, preparations and post-meeting documentation.


Retirement Roadmap – $2,000

Do you want to know what you need to do to retire when you want, how you want? Our proprietary retirement planning process is for those planning to retire within 5-15 years. This option provides an in-depth review of your current financial standing, your retirement objectives. The process includes:

Current net worth statement Overall picture of your assets and debts Current cash flow statement Where is your money going and how much should be in your emergency fund? Insurance review Do you have the amount of the right kinds of life, disability and long term care insurance for your specific needs? Investment Policy Statement How should you be investing your money? Review of your current investment portfolio How is your money actually invested and what corrective steps do you need to take? Retirement capital needs analysis; up to 2 scenarios Are you saving enough to retire the way you want? Monte Carlo simulation Are you going to run out of money before you die? Review of current estate planning documents Legal advice is not given


Second Opinion – $1,250

A thorough analysis of your investment portfolio, asset allocation, short- and long-term objectives and risk review. This option is designed both for those looking to evaluate the advice of their current investment advisors, as well as those interested in a third-party evaluation of their unadvised portfolios.


Financial Checkup – $500

Bring your top one or two financial concerns and receive a detailed, written analysis of your options and our recommendations. For many, these topics are 401(k)/403(b) allocations, college savings options, debt management strategies and retirement savings projections.


Newlywed Packages – $400

For those who were recently married or are about to get married, we offer three different packages designed for newlyweds at different stages of their lives. For details, please click here.


Investment Policy Statement – $325

An Investment Policy Statement should be the cornerstone of your investment decision process. The Investment Policy Statement details your investment strategy, acts as your guide for analyzing your portfolio today and helps you decide what to use for future investments. Having a personalized Investor Policy Statement is a critical step for the self-directed investor.


Customized Services – $200/hr

For those with the most complex or challenging of needs, personal one-on-one consultations may be booked on as as-needed basis. A written estimate detailing your unique consultation will be furnished in advance.

All prices subject to change without notice


Jeff Kostis, President

Certified and experienced, Jeff shares his insight to help educate each client.

  • CPA/PFS, 2008; CPA, 1995
  • Master’s degree in Accounting, University of Texas, 1993
  • Graduate of Bradley University, 1991