Every relationship at Incline Financial Planning begins with a custom financial plan. We believe that truly understanding what you want out of life—and putting those goals front and center—is the most important first step. Only once your plan is in place do we build an investment strategy designed specifically to help you achieve that plan.

We charge an ongoing retainer fee for financial planning—what we call “advice only.” This covers analysis and regular updates to your personalized, goal-focused roadmap. You’ll receive our recommendations in writing, and you retain full responsibility for implementing the trades.

If you’d prefer to delegate trade execution, simply opt into our investment management service. Your management fees will dollar-for-dollar offset your financial planning fee, ensuring that every dollar you pay continues to support the advice and plan you’ve already received.

Use our interactive Fee Calculator to see your personalized, fully transparent fees upfront—so there are no surprises, only clarity.