Comprehensive Financial Plan

I provide objective and customized comprehensive financial planning for a flat fee of $5,000. I focus on families with young children and couples starting their lives together. My planning process is a six-month engagement and consists of four in-person (or virtual) meetings to actively help you implement the plan and keep you accountable. The financial plan includes everything in your life with a dollar sign, and while the numbers form the foundation for the plan, it is your goals and values that drive the recommendations.

Strategic Financial Plan

The Strategic Financial Plan enables clients to choose up to three financial areas on which to focus and receive customized advice and recommendations. This plan includes two in-person (or virtual) meetings and one month of unlimited phone and email access. The flat fee for this plan is $2,500.

One Page Financial Plan

Do you have a couple of burning financial topics on which you want expert advice now? The One Page Financial Plan tackles your most pressing financial issues in a real-time 90 minute financial planning session. I will help you overcome your biggest obstacles and provide you with an action plan to keep you moving forward. The One Page Financial Plan 90-minute session costs $750.

Membership Plan

After completing the planning process, you are eligible for my membership program at a cost of $100 per month. This gives clients unlimited email/phone access, as well as one 60 minute coaching session every six months where we review goal progress, investments, retirement allocations and get any financial questions answered.

Financial Alignment

If you prefer periodic financial guidance, clients who have completed the Comprehensive or Strategic Plan can opt for periodic Financial Alignments every 6-12 months for $400 each session.