The Process
Money doesn’t have to be stressful or complicated. The financial planning process includes six simple steps.
It typically takes just 4 to 6 weeks to deliver an initial financial plan.
TRANSPARENT PRICING
How we can
work together.
We offer financial planning and wealth management as one integrated service, subject to a minimum $8,000 annual fee.
Ongoing
planning
Retainer comprehensive financial planning. Ongoing access to Redwood Money as your trusted coach.
Initial Planning Fee: $2,000-$5,000
Monthly Planning Fee: $500-$2,500
*Fees vary based on client complexity.
Wealth management
Full-service management of IRA, trust, and brokerage accounts.
$0-$1 million: 0.95% annually
$1-2 million: 0.85% annually
$2-5 million: 0.75% annually
$5 million+: 0.65% annually
Frequently Asked Questions
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Our primary offerings are personal financial planning and wealth management.
Personal financial planning gives you a clear plan to define your financial goals and how to best use your existing resources to achieve them. Including present and future income streams, investments, real estate, and employee benefits. -
Getting started is simple. Reach out through our contact form or schedule a call—we’ll walk you through the next steps and answer any questions along the way.
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We combine a thoughtful, human-centered approach with clear communication and reliable results. It’s not just what we do—it’s how we do it that sets us apart.
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You can reach us anytime via our contact page or email. We aim to respond quickly—usually within one business day.
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We offer flexible pricing based on project type and complexity. After an initial conversation, we’ll provide a transparent quote with no hidden costs.
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Collaborative, honest, and straightforward. We're here to guide the process, bring ideas to the table, and keep things moving.
CONNECT WITH US