Real-Life Financial Services, Built Around You
Whether you’re navigating military life, planning for retirement, or just trying to make confident money moves—we offer flexible, judgment-free services designed to fit your life, not just your numbers.
All Services
How We Can Help
Explore our comprehensive range of gardening and landscaping services designed to enhance the beauty and functionality of your outdoor spaces.
Comprehensive Financial Planning
A full financial picture—customized to your goals, values, and lifestyle.
Project-Based Planning
Tailored support for PCS moves, career shifts, retirement planning, etc.
Investment & Portfolio Management
Aligned with your long-term goals—not just market trends.
Workshops & Speaking Engagements
Empowering education for your team, group, or community.
Fees
Straightforward Pricing. No Surprises.
At Black Dog Wealth, we believe your financial life deserves personalized support—and transparent pricing. We’re a fee-only, fiduciary firm, which means we’re paid only by you—not commissions, product sales, or kickbacks.
Our pricing is clear, fair, and based on the complexity of your situation—not your account balance.
Ongoing Financial Planning
Comprehensive Support, Year-Round
Best for: individuals and families who want an ongoing relationship with a trusted financial partner.
- Flat annual fee, billed monthly
- Based on your goals, life stage, and financial complexity
- Includes strategy, support, and plan implementation
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Starts at:
$3,600/year (single)
$4,800/year (married or partnered) - Optional investment management available (tiered pricing)
Project-Based Planning
Flexible, One-Time Services
Best for: specific goals or life events—no long-term commitment required.
- Hourly or flat-fee pricing, based on project
- 50% due at start, 50% at completion
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Popular for:
Budget & cash flow checkups
Retirement planning
Second opinions on your current strategy
Military or federal benefit navigation
No asset minimums. No pressure. No product sales.
Just real advice, tailored to your real life. If you’re wondering what might be the best fit—we’re happy to help.
25+
Years of Experience
Fees
Straightforward Pricing. No Surprises.
At Black Dog Wealth, we believe your financial life deserves personalized support—and transparent pricing. We’re a fee-only, fiduciary firm, which means we’re paid only by you—not commissions, product sales, or kickbacks.
Our pricing is clear, fair, and based on the complexity of your situation—not your account balance.
Curious about Your Retirement or Savings Plan?
Get a high-level review to see where you stand and what’s next.