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HonorPoint Financial

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HonorPoint Financial

Honest Guidance.
Clear Pricing.

Every engagement starts with understanding your situation. Most clients begin with a free consultation so we can determine the right level of support together.

Pricing below is current as of July 22, 2026.

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Investment Advisory Services

Comprehensive Financial Planning

Ongoing, holistic planning for clients who want an active partner in their full financial picture — not just a one-time plan that sits in a drawer.

$600 onboarding + $300 /mo
A complete, ongoing view of your financial life — reviewed and adjusted with you over time, not a static report.
  • Cash flow and budgeting analysis
  • Debt management and payoff strategy
  • Retirement planning
  • Tax strategy coordination
  • Investment education and goal-based planning
  • Optional portfolio rebalancing, using low-cost, broadly diversified funds
HonorPoint Financial LLC is a registered investment adviser in the State of Alaska, operating under a fiduciary standard. Matthew Gorrell is a Series 65-licensed Investment Adviser Representative of the firm. This description is not a substitute for our Form ADV Part 2A, which contains complete information about our services, fees, and conflicts of interest. View our Form ADV.

Independent · Flat-Fee · No Surprises

Tax Preparation & IRS Representation

Flat-fee tax preparation and representation from a licensed Enrolled Agent — no hourly billing, no surprises.

Simple Return
$200
W-2 income, Alaska PFD, standard deduction or basic itemized, common credits (child, education, EIC).
Advanced Return
$300
Capital gains or investment sales, rental income, Roth conversions, or itemized deductions.
Self-Employed / Schedule C
$475
Sole proprietors, freelance or gig income, trucking, construction, or other self-employed business income.
Business Returns
From $775
S-Corp, Partnership, Non-Profit, or Trust/Estate returns. C-Corporation returns quoted individually.
Prior Year & Delinquent Returns
$375/yr
Applies to any unfiled prior tax year. Discounts available for 3+ delinquent years — quoted case by case.
Complexity add-ons (foreign accounts, multiple businesses, installment sales, and similar situations) may apply and will be quoted during your consultation.

One-Time Sessions

Focused Financial Guidance

Targeted sessions for specific needs. No ongoing commitment required.

Strategy & Tax Planning Session
$350
A comprehensive advisory session covering your financial situation, prior-year tax return review, and forward-looking strategies. Leaves you with a clear action plan for what to do next.
HSA Strategy Session
$150
A focused session on Health Savings Account strategy — contribution limits, investment options, qualified expenses, and how an HSA fits into your overall tax picture. (30 minutes)
Personalized Debt Elimination Plan
$250
A customized payoff strategy designed to help you reduce debt efficiently and intentionally — sequenced to your specific accounts and goals.
Credit Report Review & Dispute Guidance
$200
A structured review of your credit report with guidance on potential improvement strategies and next steps for dispute or optimization.
Financial Foundations Session
$150
An overview of your full financial picture with guidance on where to prioritize focus next. Ideal for anyone who wants clarity on where to start.
Decision Support Session
$125
A focused conversation to help you evaluate an important financial decision — a purchase, a career move, a refinance — with greater clarity and confidence.

Structured Engagement

Financial Stabilization Engagement

For clients who need more than a single session but aren't ready for a long-term advisory relationship — a focused, time-bound engagement to diagnose, plan, and begin moving forward.

$600
A 30–60 day engagement designed to bring clarity and structure to a complex or stressful financial situation. We analyze where things stand, build a clear plan of action, and provide limited support as you begin implementing.
  • 2–3 structured advisory sessions over 30–60 days
  • Full review of income, expenses, debt, and cash flow
  • Written plan of action with prioritized next steps
  • Limited implementation support during the engagement window
  • Ideal for clients facing financial complexity, transitions, or a need to reset
This engagement is designed to get you stable and pointed in the right direction — not to create dependency. The goal is a clear plan you can execute with confidence.

Signature Coaching Engagement

Mortgage Readiness Coaching

Structured guidance designed to help motivated buyers become financially prepared before applying — or re-applying — for a mortgage.

Tier 1
Readiness Review
$600
Best for: Buyers who want to know exactly where they stand before moving forward.
You send your documents, I analyze them, and we meet to go through my findings. You leave knowing precisely what is working in your favor, what is holding you back, and what matters most before applying.
Schedule Consult →
Tier 2
Readiness Build
$900
Best for: Buyers who are ready to take action and want a clear path to approval.
Everything in the Readiness Review, plus a detailed written checklist and a personalized step-by-step pathway designed to get you mortgage-approved — a tangible plan you can execute with confidence.
Schedule Consult →
Tier 3
Readiness Partnership
$600 onboarding + $200/mo
Best for: Buyers who want ongoing support implementing the plan.
Ongoing guidance, accountability, and progress support as you move toward mortgage readiness — with a guide by your side for every decision along the way.

This is a mortgage-readiness coaching engagement, separate from HonorPoint Financial's investment advisory services.

Schedule Consult →
Recommendations are always based on your situation — there is never pressure to engage beyond what would genuinely add value.

Not sure where to start?

Most clients begin with a short consultation. We'll talk through your situation and determine the right level of support together — no pressure, no obligation.

Book a Free Consultation