Teaching Financial ConfidenceSERVICES
Teaching Financial ConfidenceSERVICES

Comprehensive Financial Planning

We partner with you to develop a comprehensive financial plan that aligns with your short and long-term goals. Our ongoing support helps you implement this plan effectively.

Learn more about our process here

We will have 3-4 meetings during which we will collaborate to establish and clarify your current financial situation and your future goals, and use this information to develop a comprehensive and holistic financial plan. After we develop the plan, you can choose to continue our work together. If you choose this option, I will monitor the implementation and, if necessary, modifications to the plan.

This is perfect for those who are looking for a partner to collaborate on any or all aspects of their financial lives, including cash flow optimization, debt management, investment planning, net worth tracking, emergency fund creation, planning for big purchases, employer benefit selection, retirement planning, insurance and risk management, estate planning, college planning, and any other areas of your life that involve money.

Individuals: Initial fee of $1000-$1250 for the first 2 months followed by an optional annual fee billed monthly at $175-$250* per month.

Couples: Initial fee of $1500-$2000 for the first 2 months followed by an optional annual fee billed monthly at $225-$300* per month.

The initial fee covers client onboarding, data gathering, goal setting, and development of the plan. You can choose to make a $250 deposit and pay the remaining balance upon delivery of the plan, which typically takes place at the end of our second month working together. The optional annual ongoing fee is billed monthly starting in the third month and includes the implementation of your plan, monitoring your goals and progress, and modifications of the plan as life changes occur.

SCHEDULE A COMPLIMENTARY MEETING

Investment Management Services

We create investment portfolios that are consistent with your risk profile and align with your short- and long- term goals.
We provide continuous advice regarding your investments based on your individual needs.

We facilitate account transfers and initial investment of funds to create the individualized portfolio designed in collaboration with you based on your risk profile and investment goals. We will maintain the portfolio and rebalance as needed.

Those who want to delegate the responsibility of managing their investment portfolios and use a low-cost, broadly-diversified, research-backed approach built with passive and rules-based funds with no commissions. Our preferred custodians are Altruist or Charles Schwab.

An annual fee of 0.65% of your assets under management. This is paid quarterly. We charge no fee for the management of cash reserve accounts.

SCHEDULE A COMPLIMENTARY MEETING

Hourly Planning
Services

Choose any financial planning topic and get a financial plan with detailed actionable recommendations based on these topics.

Hourly services for new or current clients seeking answers to specific financial questions, or needing to update their financial information or modify their financial plan.

New clients with specific questions not requiring a comprehensive financial plan or current clients who need to update their comprehensive financial plan. This service is for clients who want to complete quarterly updates or check-ins and those with life changes or questions regarding events that may affect their financial plans. This would not apply to clients engaged in ongoing financial planning services.

$350 per hour.

SCHEDULE A COMPLIMENTARY MEETING

Comprehensive Financial Planning

We partner with you to develop a comprehensive financial plan that aligns with your short and long-term goals. Our ongoing support helps you implement this plan effectively.

Learn more about our process here

We will have 3-4 meetings during which we will collaborate to establish and clarify your current financial situation and your future goals, and use this information to develop a comprehensive and holistic financial plan. After we develop the plan, you can choose to continue our work together. If you choose this option, I will monitor the implementation and, if necessary, modifications to the plan.

This is perfect for those who are looking for a partner to collaborate on any or all aspects of their financial lives, including cash flow optimization, debt management, investment planning, net worth tracking, emergency fund creation, planning for big purchases, employer benefit selection, retirement planning, insurance and risk management, estate planning, college planning, and any other areas of your life that involve money.

Individuals: Initial fee of $1000-$1250 for the first 2 months followed by an optional annual fee billed monthly at $175-$250* per month.

Couples: Initial fee of $1500-$2000 for the first 2 months followed by an optional annual fee billed monthly at $225-$300* per month.

The initial fee covers client onboarding, data gathering, goal setting, and development of the plan. You can choose to make a $250 deposit and pay the remaining balance upon delivery of the plan, which typically takes place at the end of our second month working together. The optional annual ongoing fee is billed monthly starting in the third month and includes the implementation of your plan, monitoring your goals and progress, and modifications of the plan as life changes occur.

SCHEDULE A COMPLIMENTARY MEETING

Investment Management Services

We create investment portfolios that are consistent with your risk profile and align with your short- and long- term goals.
We provide continuous advice regarding your investments based on your individual needs.

We facilitate account transfers and initial investment of funds to create the individualized portfolio designed in collaboration with you based on your risk profile and investment goals. We will maintain the portfolio and rebalance as needed.

Those who want to delegate the responsibility of managing their investment portfolios and use a low-cost, broadly-diversified, research-backed approach built with passive and rules-based funds with no commissions. Our preferred custodians are Altruist or Charles Schwab.

An annual fee of 0.65% of your assets under management. This is paid quarterly. We charge no fee for the management of cash reserve accounts.

SCHEDULE A COMPLIMENTARY MEETING

Hourly Planning
Services

Choose any financial planning topic and get a financial plan with detailed actionable recommendations based on these topics.

Hourly services for new or current clients seeking answers to specific financial questions, or needing to update their financial information or modify their financial plan.

New clients with specific questions not requiring a comprehensive financial plan or current clients who need to update their comprehensive financial plan. This service is for clients who want to complete quarterly updates or check-ins and those with life changes or questions regarding events that may affect their financial plans. This would not apply to clients engaged in ongoing financial planning services.

$350 per hour.

SCHEDULE A COMPLIMENTARY MEETING

We are 100% fiduciary advisors

This means that we will always do what is in your financial best interests, period. We are on your team. We do not sell products or receive outside commissions. We do not get paid for referrals. There are no load fees. There are no surrender charges. We pride ourselves on transparent fee structures. Only fee-only advisors can make this promise. It is our genuine hope that we provide value for you and your family for years to come.

GET STARTED TODAYStart building your future plan with us today!Schedule a complimentary meetingLet’s work together to build a plan that supports your
unique journey and helps you achieve your dreams.
GET STARTED TODAYStart building your future
plan with us today!Schedule a complimentary meetingLet’s work together to build a plan that supports your
unique journey and helps you achieve your dreams.
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