Define success on your terms with a financial plan built around what you value most.
Tailored Planning, Built Around You
At Vessel Financial Planning, we help you turn your values into a clear financial path. Whether you’re looking for ongoing guidance or a plan you can implement on your own, our process is designed to give you clarity, confidence, and direction every step of the way.
Start Building Your Future Today
Everyone’s financial journey is different, so we offer two ways to work with Vessel. Whether you want a full, hands-on experience with ongoing support or a plan you can implement yourself, there’s an option designed to fit your style, budget, and schedule.
Starting Point
For those who want to take the lead in managing their finances (or anyone who prefers a budget-friendly way to get professional guidance), this three-month engagement includes three focused planning meetings: Discover, Organize, and Implement. You’ll walk away from Starting Point with clarity, structure, and a plan you can put into action right away.
Financial Assessment
Strategic Plan
Actionable Steps
Journey
With ongoing support and regular check-ins, we help clients stay aligned with their goals, no matter how life evolves. This 12-month engagement, which can renew annually, includes the three Starting Point sessions, scheduled visits every six months, and unlimited email support in between. It’s a great fit for anyone who prefers expert guidance or wants the confidence that their financial plan will stay on track over time. Flexible payment options, whether monthly or otherwise, make it easy to access ongoing advice and experience the financial benefits of a long-term plan in action.
Financial Assessment and Values Discovery
Strategic Plan
Actionable Steps
Investment Management
Portfolio Rebalancing
Proactive Guidance
Adaptive Tax Planning
Coordination of Estate Planning
Pricing Structure
We operate on a fee-only model, meaning our compensation comes directly from you, not from commissions on product sales or outside incentives. Our pricing is simple, transparent, and clearly spelled out, so you always know exactly what you’re paying for and what you’ll receive.
Starting Point
$1,000 for three in-depth personal financial strategy sessions.
Journey
$2,500 – $10,000 annually + a percentage of managed investments (see chart below)
Asset Management Fee Schedule
| $0 – $499,999 | 0.95% |
| $500,000-$999,999 | 0.85% |
| $1,000,000-$1,999,999 | 0.75% |
| $2,000,000-$4,999,999 | 0.50% |
| $5,000,000+ | 0.40% |
Asset management fees are capped at $25,000 annually.
If you decide that you want to continue working with Vessel after our third session together, every dollar of your Starting Point fee will roll into your first year of planning under Journey.
Get Your Plan in Motion
Whatever option you choose, our focus stays the same: giving you a clear roadmap so you can live the life you want today, with confidence that you’re heading toward the financial future you’ve dreamed of.
Still have questions? Contact us anytime.
Investment Management
We manage your investments with strategies tailored to your goals, time horizon, and risk tolerance. From selecting the right assets to monitoring and adjusting your portfolio, we handle the details so you can focus on living your life.
Milestone Planning
We help you plan for life’s major milestones—college, vacations, homes, and other big purchases—so you can enjoy them without stress. By mapping out the timing, cost, and strategy, we make sure these important moments fit seamlessly into your overall financial plan.
Insurance & Risk Management
We review your life, disability, and long-term care coverage to ensure your family and assets are protected. By aligning insurance with your overall financial plan, we help you manage risk and safeguard what matters most.
Retirement Planning
We help you create a retirement strategy that aligns with your goals and values, ensuring you can enjoy today while preparing for the future. From account selection to savings strategies, we guide you in building a plan that keeps you on track for the retirement you envision.