Transparent pricing based on what’s fair, not what we can get away with
If you’re worth what you charge, then you should be able to show what you charge
Why is this so hard for most financial services companies? Forget about conflict-ridden commissions for product sales, hidden kickbacks, surprise fees, and percentage-based pricing with a minimum account size that limits access to most people.
Let’s keep it simple: Next Gen charges one flat annual rate that includes both financial planning and investment management. That rate is determined by how complex your situation is (i.e. how much work we’ll be doing for you) and is split up into automated monthly payments just like all of your other bills to make things easier.
During your intro meeting, we’ll get into the details of your situation and make appropriate adjustments up or down to this price estimate as needed if there are relevant factors not fairly represented here.
Learn more about what it means that we’re fee-only financial planners (and why you should care). More importantly, learn more about the process, principles, and tools behind what we do for you.