We work together to examine your current financial situation, and the steps to take moving forward. The ongoing service model allows me to monitor and provide guidance on your investments and goals over time to keep you on track. I am a fiduciary and always do what is in your best interest. This is my preferred way to work with you because I have a very clear understanding of your situation, and am able to provide guidance that is the very best fit for you. Schedule a consultation to learn more.

If your goal is only to learn where you stand, and then you want to take the reins from there, this is probably the option for you. You pay a flat fee ($2500-10000 based on complexity, it’s a very rare plan that is below $4000.) for your financial plan. We'll go through the plan together, and I will provide guidance on what your next steps should be. After that, you go forth and do. I’ll check in from time to time to see how you are feeling about your finances. At your discretion we can update and refresh your plan for a lower fee when you have significant life events, or if you just want to see how you are progressing.

Hourly Options