Financial Planning Services

Choose the option that's best for your situation

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
access to a personalized financial portal
written actionable steps to implement on your own

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

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

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
access to a personalized financial portal
written actionable steps to implement on your own or with my assistance

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