Our Pricing
A Personal Financial C-Suite: For Your Wealth, Business, and Legacy
We align your wealth with your goals, giving you confidence and clarity in every aspect of your wealth, business, and legacy. We offer a wide range of concierge-level services tailored to suit your complex needs.
Foundation
Our focus is on taking care of the basics and ensuring you make sound financial decisions to set yourself
up for financial success. We integrate with a tailored financial website/app to assist with "what-if scenario planning.” We aim to provide actionable steps for your financial goals as well as on-call professional counsel for any obstacles that arise.
- Organization of final documents
- Budget Creation
- Cash flow review
- Retirement planning projections
- Tax diversification
- Investment planning
- Preliminary estate planning
Pricing: $250 monthly
Enhanced
Additional hand-holding through each step of the planning process, streamlined info-gathering process, and less duplicated efforts between multiple financial professionals on your team. Best for those busy professionals nearing retirement who are looking to outsource being the hub in their financial life.
All Foundation Items Plus:
- Designated concierge
- Direct integration with other professionals
- Development of projected retirement budget and distribution planning
- Assistance with organizing documents in online vault for privacy
Pricing: $500 monthly
Student Loan Planning
This level of planning is appropriate for clients with federal student loans who are looking for a personalized game plan when it comes to navigating the intricacies of the Federal Student loan system. Great for those looking for peace of mind knowing they are on the most efficient path possible for their student loans.
- Analysis of the Department of Education record
- Projections form the most efficient repayment options
- Identification and assistance with pursuing forgiveness amounts and any projected tax burden
Pricing: Individual Plan: $75 monthly Dual-Loan Household: $100 monthly
Don’t Wait to Start Living a Full Life
Don’t let medical debt or a lack of time hold you back from living a meaningful life. We design thoughtful, integrated strategies to help you plan for and navigate your retirement with confidence. We ensure that your retirement plan is more than just a financial strategy—it’s a pathway to a fulfilling future.
Who We Serve
We work with individuals, families and business owners to unlock potential in their assets and pursue their ideal life.
About Humble Wealth
Our concierge-style financial services are tailored to medical professionals. Learn more about what sets us apart.
Our Services
Our firm offers a comprehensive suite of services to help you take the right steps toward your ideal future.