Define success on your terms with a financial plan built around what you value most.
FOCUSED 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 life looks a little different, so we offer two ways to work with Vessel. Whether you want a partner in your corner year-round or prefer clear direction you can follow on your own, you can choose the approach that fits where you are right now.
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, even as 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 seeking 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: to give you a clear roadmap so you can live the life you want today, and move toward the financial future you’re intentionally building.
Still have questions? Contact us anytime.
Investment Management
We manage your investments with strategies aligned 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 prepare for major life moments — college, vacations, a new home, and other big purchases — so you can enjoy them without worry. We map out the timing, cost, and strategy making sure these milestones line up with the rest of your financial plan.
Insurance & Risk Management
We review your life, disability, and long-term care coverage to ensure your family and finances are protected. With insurance aligned with the rest of your financial life, you can manage risk confidently and safeguard what matters most.
Retirement Planning
We work with you to create a retirement that reflects your goals and values so you can enjoy today while feeling confident about what lies ahead. From choosing the right accounts to knowing how much to save, we guide you in building a clear path toward the future you want.