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Financial Planning Services

Choose the option that's best for your situation

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The Project

This is best for someone who wants to work on one financial topic such as tax planning, portfolio review or rebalance, budgeting, etc. Projects will include:

  • two 30-minute meetings

  • 3 months of unlimited email support

  • written actionable steps to implement on your own

The Project price range is from $750- $1,250 depending on complexity.

Implementation assistance can be added to the project for an additional fee. 

The Plan

This service is best for someone seeking a comprehensive financial review and plan. The Plan will include:

  • three 1-hour meetings 

  • 6 months of unlimited email support

  • a written comprehensive plan

  • written actionable steps to implement on your own

  • access to personalized financial portal

The Plan price range is $2,500-$3,500 depending on complexity.

Implementation assistance can be added to The Plan for an additional fee.

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The Planning Partner

This service is best for those that want an ongoing relationship or to be held accountable. You will receive:

  • quarterly  1-hour meetings with your advisor covering your most important financial topics such as taxes, investments, cashflow, goals, etc

  • unlimited email support for one year

  • written actionable steps to implement on your own or with my assistance

  • access to personalized financial portal

The Partnership price is $200 per month with a minimum commitment of one year.

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