Pricing
I offer strategic financial guidance tailored to individuals, families, and businesses.
Ready to get Started
Choose a plan tailored to your needs
Personal Financial Planning
Starting at
$3k
- Per year
Includes:
- Customized Financial Roadmap
- Goal-Based Savings Plans
- Tax-Efficient Strategies
- Wealth Growth Planning
- Cash Flow Optimization
- Debt Management & Reduction
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Business Owner Financial Planning
Starting at
$6k
- Per year
Includes:
- Financial Strategy & Business Planning
- Budgeting & Cash Flow Management
- Profitability & Cost Optimization
- Financial Metrics & KPI Development
- Business Modeling & Financial Projections
- Exit & Contingency Planning
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Investment Management Fees
My Fee Structure
I believe in complete transparency. Here’s my fee structure, so you know exactly what to expect:
Tier | Range | Annual Rate |
|---|---|---|
01 | $0.00 $100,000.00
| 1.2000%
|
02 | $100,000.01 – $500,000.00
| 1.1000%
|
03 | $500,000.01 – $1,000,000.00
| 1.0000% |
04 | $1,000,000.01 – $2,000,000.00
| 0.8500%
|
05 | $2,000,000.01 – $3,000,000.00
| 0.7000%
|
06 | $3,000,000.01 – $4,000,000.00
| 0.6000%
|
07 | $4,000,000.01 | 0.5000% |
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Maximize Your Financial & Business Potential
At Human Capital, we offer strategic financial guidance tailored to individuals, families, and businesses. Whether you’re looking for personal financial planning or expert CFO services, we provide structured, results-driven solutions to help you achieve your goals.
Membership
- $29/mo
Grab any desk in the common area — 1 day/mo included. Bring your device, pick a seat, and get to work. Also includes:
- 1 hr/mo Conference Rooms
- High Speed Internet
- Access to Professional Network
- 24x7 Kitchen and Free Coffee and Beer
Dedicated Desk
- $89/mo
Grab any desk in the common area — 1 day/mo included. Bring your device, pick a seat, and get to work. Also includes:
- 1 hr/mo Conference Rooms
- High Speed Internet
- Access to Professional Network
- 24x7 Kitchen and Free Coffee and Beer
Passion Is What Drives Us
We’re not just determined about doing great work.
We also love doing it.
People Who Love Our Place
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