The Process
Money doesn’t have to be stressful or complicated. The financial planning process includes six simple steps. It typically takes just 4 to 6 weeks to deliver an initial financial plan.
TRANSPARENT PRICING
How we can work together
Ongoing planning
$2,000 – $5,000 upfront, $350-$2,500/mo
An ongoing planning model with no set end date. Unlimited access to me as your trusted financial coach.
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No minimum investment
Funding and withdrawal executionInvestment selection
Trading and monitoring
Tax-smart strategies
*Fee decreases after $1 millon under management. See ADV for more information.
Investment management
$250K Investment Management Relationship. Monthly Retainer fee disappears at $1.5M managed*
For ongoing planning clients only
Optional full-service management of IRA, trust, and brokerage accounts.
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Proactive ongoing planning
Comprehensive advice
Call, text, or email any time
Investment management
CONNECT WITH US