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

Project planning

$2,000 - $10,000 based on complexity

A limited scope engagement focused on high-impact choices, paired with 90 days of support.

  • Focus on high-impact areas

    Get implementation support

    Keep your digital plan

    Optional hourly support

Ongoing planning

$2,000 – $5,000 upfront, $250-$2,500/mo

An ongoing planning model with no set end date. Unlimited access to me as your trusted financial coach.

  • No minimum investment

    Funding and withdrawal execution

    Investment selection

    Trading and monitoring

    Tax-smart strategies

    *Fee decreases after $1 millon under management. See ADV for more information.

Investment management

0.95% annually of assets managed*

For ongoing planning clients only

Optional full-service management of IRA, trust, and brokerage accounts.

  • Proactive ongoing planning

    Comprehensive advice

    Call, text, or email any time

    Investment management

CONNECT WITH US

The road to financial freedom starts with a single step. Reach out to us and start your journey today.