Simple, transparent pricing for comprehensive planning whether you are just starting out or building wealth.

The Process:

  • 3 Initial Plan Meetings in the first 60-90 days to set your course
  • Semi-annual progress meetings after Initial Plan (spring/fall)
  • Anytime access between meetings to a dedicated CERTIFIED FINANCIAL PLANNER™

Services Provided:

  • Low cost, evidence based investment management
  • Cashflow and budget planning to automate and simplify savings/spending
  • Annual retirement projections to determine whether you are on track
  • Employee benefits analysis to maximize 401k, health and other benefits choices
  • Proactive, objective advice on insurance, estate planning and tax matters
  • Collaboration with or introduction to vetted professionals (Attorneys, CPA, insurance)
  • Your own online client portal for anytime access to your entire financial life
  • Goal/Career discussions to ensure you’re working toward your best life

Flat fee or hourly projects May Be accepted on a case by case basis.