Financial Planning Designed Around Your Life
Three Ways to Work With Us
Choose the level of guidance that best supports your current financial stage and long-term aspirations.
Ongoing Financial Planning
Ideal for ongoing guidance as your finances, priorities, and life evolve.
- Ongoing investment and retirement planning
- Tax-aware planning throughout the year
- Insurance and risk management review
- Coordination with your CPA and attorney
- Regular planning meetings and updates​​
$250/month
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Financial Planning Review
Ideal for individuals who want a focused review of theire current financial situation.
- Review of your current financial picture
- Investment and retirement planning
- Key tax planning opportunities
- Written summary with recommendations
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$2,000
Comprehensive Financial Plan
Ideal for a comprehensive plan that brings together all areas of your financial life.
- Cash flow and financial goal planning
- Investment and retirement strategy
- Tax-aware planning
- Insurance and risk management
- Estate planning coordination
- Written comprehensive financial plan
$3,500
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Clear communication
Practical guidance
Personalized recommendations
Tax-aware planning
Long-term partnership
Ongoing support as your life evolves
Questions You May Have
The introductory conversation is complimentary. It's an opportunity for us to get to know each other, discuss your goals, and determine whether we're a good fit to work together.
I work with individuals, families, and small business owners seeking thoughtful, comprehensive financial planning through every stage of life.
Yes. Tax-aware planning is integrated into our financial planning process. We help identify opportunities to improve tax efficiency and coordinate with your CPA and tax professional when appropriate.Â
Absolutely. Financial planning works best when your professional advisers are working together.Â
When appropriate, I'm happy to coordinate with your CPA, attorney, and other trusted professionals to help ensure your financial strategies are aligned.
Not necessarily. Financial planning is often the best place to start. Depending on your needs, our work together may include planning, investment management, insurance solutions, or coordination with your other professional advisers.
Yes. Meetings can be held virtually or in person, depending on your preferences and location.
Meeting frequency depends on your planning needs and the service you choose. We'll meet as needed during the initial planning process, with ongoing clients meeting regularlyy to review progress and address changes as they arise.
If we decide we're a good fit to work together, we'll discuss the next steps and recommend a planning approach based on your goals, priorities, and financial situation. There is no obligation to move forward.
