How fees work
Our pricing is clear and simple, with no hidden fees and no commissions. You always know your monthly cost, so you can plan with confidence and avoid surprises.
Upfront pricing
We offer both one-time and ongoing planning. Choose a one-time comprehensive financial plan and business assessment, or opt for ongoing financial planning and implementation.
One-time
Plan and business assessment
A comprehensive financial plan and business assessment. Most financial plans take about two to three months, depending on your needs and how quickly we get your info.
Ongoing
Planning and implementation
Our ongoing service gives you continuous support and adapts as your business and life change. Most clients get quarterly reviews, plus extra check-ins after major changes.
Sister company
Business valuation
Flat-fee business valuations are offered through Intrepid Solutions, a separate company. About valuations
Commission-free and fiduciary commitment
What is a commission-free Business Guide?
A commission-free Business Guide is paid only by you, not by commissions or third-party incentives. This means you get unbiased, conflict-free advice focused on your best interests and long-term financial success.
Fiduciary commitment
As a registered fiduciary, Intrepid is legally and ethically required to put your best interest first, delivering truly unbiased financial advice anytime.
Looking for a business valuation?
Business valuations, business consulting and help selling or buying a business are offered through our sister company, Intrepid Solutions Tax & Bookkeeping. It's a separate company from Intrepid Financial Services.
Common questions about fees
Do you have a minimum asset requirement to work with you?
No, there's no minimum asset requirement. We believe every business owner deserves expert financial advice. Our goal is to help you grow your net worth, no matter your starting point or current assets.
Do you offer ongoing financial planning or only one-time plans?
We offer both! Choose a one-time comprehensive financial plan and business assessment, or opt for ongoing financial planning and implementation. Our ongoing service gives you continuous support and adapts as your business and life change.
How often will we meet to review my financial plan?
Meeting frequency is tailored to your needs. Most clients get quarterly reviews, plus extra check-ins after major business or life changes, so your financial plan always matches your evolving goals.
What should I expect during our initial consultation?
In your free initial consultation, we'll discuss your business and financial goals, challenges, and what you want to achieve. We'll review your current situation, explain how our services work, and see if we're the right fit. No pressure, just expert guidance.
Ready to grow with purpose?
Let's create a plan to take your business to the next level, and build value every step of the way.