Ongoing Financial Planning
We work together to build a financial plan and a roadmap to achieve your goals. From there, I’ll guide you through implementation and provide ongoing support. Think of me as your partner in money, here to help you stay on track and adjust as life evolves.
Annual Cost starts at $3,600 for individuals and $5,400 for couples plus a one-time onboarding fee of $1,500. The annual fee may vary based on complexity. Ongoing fees are billed monthly or quarterly in arrears.
One-Time
Financial Plan
We’ll work together to build a personalized financial plan over 3-4 months. You’ll leave with detailed action items you can confidently implement on your own, plus one month of follow-up support to answer any questions that come up.
One-Time Financial Plan fees start at $2,500 for individuals and $4,000 for couples with 50% due up front and the rest due upon plan delivery. The fee may vary based on complexity.
