Design Life's Journey, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 21, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$750⁠-⁠$3,000

“Thereafter, clients may terminate the Investment Advisory Contract immediately upon written notice. 4 Design Life’s Journey ADV Part 2A Revised 01/02/2026 Financial Planning Fees Fixed Fees The fixed rate for developing individual financial plans for non-advisory clients ranges between $750 and $3,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Design Life's Journey, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients may terminate the agreement without penalty for a full fee refund within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of DLJ’s fees, within five business days of signing the Financial Planning Agreement.”
• “Thereafter, clients may terminate the Financial Planning Agreement generally upon written notice and will receive a prorated refund of the unrendered services.”

How Design Life's Journey, LLC’s fees compare

• Its flat or project fee of $750-$3,000 is below the Georgia median of $5,000. 24% of the 152 other Georgia planners that publish a flat or project fee charge less.

About Design Life's Journey, LLC

• Principal: Louise Matz
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.1% a year

Clients

8

Employees

1

Works with

Individuals and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, educational seminars and workshops, and other services

Assets managed

$2,911,701

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304112

Website

designlifesjourney.com (opens in new tab)

Phone

(678) 491-9744

Can advise clients in 2 states: Georgia, Wisconsin

Other planners in Georgia that publish fees

• 2ND Half Capital, LLCAlpharetta$1,000⁠-⁠$2,000
• Access Planning Partners, LLCAlpharetta$250/hr, $750⁠-⁠$7,500
• Ae Financial & Risk Management, Inc.Alpharetta$250/hr
• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000
• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000
• Alpha Financial Management, Inc.Savannah$2,000⁠-⁠$10,000/yr

Compare all 488 planners in Georgia