$0
30-minute initial consultation to determine whether I'm the right fit for your needs.
No pressure, no risk.
If another planner or option is a better fit, I'll tell you.
$234/Hour
Flexible option if you don't want to commit to a full financial planning engagement and simply need targeted, on-the-spot help.
Most planners who offer hourly services require a 2-3 hour minimum. I don't.
You'll receive a written estimate before we begin.
$2,345/Financial Plan
The comprehensive financial plan covers all core areas of financial planning: cash flow, education, retirement, investments, risk assessment, and more.
You'll receive a written multi-page written financial plan tailored specifically to you.
Includes one month of implementation support. *
$1,234/Young Adult Plan
If you're early in your career, have limited assets, and don't yet have dependents, I offer special pricing for young adults. They have a special place in my heart, and I want them to begin their independent life with a strong financial foundation.
The Young Adult Comprehensive Financial Plan covers all core areas of financial planning: cashflow, education, retirement, investments, risk assessment, and more.
You'll receive a multi-page written financial plan tailored specifically to you.
Includes one month of implementation support.*
*Ongoing financial planning options are also available.