Pricing

At Behavior Shift, we are dedicated to delivering outstanding value and clarity in all our services. Our pricing reflects our commitment to integrity, extreme ownership, and assisting others in achieving financial freedom and living generously. Feel free to reach out to us if you have any questions or need more details about our pricing.

Prospect Meeting

$0

During the first year of our business, we provide free prospect meetings to assist you in initiating your financial journey with us. Starting from the second year, there will be a fee of $50 for each new prospect meeting. This fee enables us to allocate time and resources to comprehend your individual financial requirements and objectives.

Holistic Financial Planning

$500 - $2500

(Onboarding Fee)

$250 - $500

(Monthly Subscripition)

Our comprehensive planning service offers a thorough approach to managing your financial life. This encompasses a detailed analysis of your financial situation, personalized strategy development, and continuous support.

  • Onboarding Fee: This one-time fee ranges from $500 to $2,500, depending on the complexity and scope of your financial planning needs. It covers the initial setup and detailed planning required to create your personalized financial roadmap.

  • Monthly Subscription: To ensure consistent support and guidance, we offer a monthly subscription fee of $250 to $500. This subscription includes regular check-ins, updates to your financial plan, and access to our financial planning tools and resources.

Project based financial planning

$200

Hourly Rate

$2,500 - $3,500

Fee Rate

We offer project-based financial planning services for clients seeking to address specific questions or issues on a limited-scope, one-time engagement. This service is ideal for those who need focused guidance on particular aspects of their financial lives.

You can choose from various financial topics and other areas as requested and agreed upon by our team. Our project-based financial planning provides tailored advice to meet your unique needs.

You are responsible for implementing the financial plan for project-based financial planning. This approach allows you to receive expert advice and direction while maintaining control over the execution of your financial strategies.

We provide investment management services to assist you in growing and safeguarding your wealth.

  • $0 to $500,000:

    • For assets under management (AUM) of up to $500,000, an annual fee of 0.75% of the AUM is charged.

  • $500,000 and above

    • For AUM over $500,000, we charge a reduced annual fee of 0.5% of the AUM. This tiered structure ensures cost-effective management as your portfolio grows.

Investment management

.75%

$0 - 500,000

.5%

$500,001 and above