Services & Fees

What We Can Provide

We are here to serve you in any capacity you need. Whether that’s a long term relationship or a one time meeting. Every family is in a different place and we are here to meet you there.

Limited Commitment

One & Done Meeting

Cost: $325
Commitment: None

One & Done Financial Roadmap

Cost: 1% of gross income ($2000 min with out investments or $3000 min with investments)
Commitment: Limited

Divorce Planning

Cost: $325 for initial meeting then, if further work is required, an estimate will be provided
Commitment: None or Limited

Projects

Cost: $325 for initial meeting then an estimate will be provided for further work
Commitment: Limited

Ongoing Relationship

6-12 Month Intensive Planning & Investments

Cost: See 'Costs For Ongoing Services PDF' button above. Please note this service is charged as two services combined.
Commitment: 6-12 months

Ongoing Planning & Investments

Cost: See 'Costs For Ongoing Services PDF' button above
Commitment: Ongoing

Cash Management

Cost: See 'Costs For Ongoing Services PDF' button above
Commitment: Ongoing
Description: This is a add on service for 'Ongoing Planning & Investment' clients. Artica will pay your bills, reconsile accounts, categorize expenses, create then maintain an up to date budget, and we will meet biweekly.