Free Consultation

what can you expect?

Our process

Click the video to the right to learn about what you can expect — from the first meeting through the years. 

Please note this describes Option 1 — an ongoing, proactive relationship. 

Option 2 is the following:

  1. An introductory discovery Zoom call
  2. Email with requested documents
  3. Follow up questions asked over email or in a meeting
  4. One to three meetings to go through the recommendations and delivery of a 10 to 30 page document at the end 
  5. 30-day follow up window to ask questions. 
Click to learn more

Option 1

Option 2

Ongoing Wealth Management

One-Time Hourly Financial Planning

  • Proactive, regular meetings to optimize taxes, plan for retirement, reduce taxes through charitable gifting, and ongoing investment management. 
  • $500,000 investable asset minimum

  • Fees are based on assets under management.

    • $0 – $1,000,000 = 1.00%
    • $1,000,001 – $3,000,000 = 0.75%
    • $3,000,001 – $5,000,000 = 0.50%
    • $5,000,001 and above = 0.35%
  • Ideal for people who want an accountability and thought partner combined with education and who don’t want to manage their investments. 
  • Comprehensive review of your taxes, investments, insurance (life, disability, long-term care, property, casualty, and umbrella), estate plan, employee benefits, charitable giving, social security strategy, college savings, and anything else top of mind for you. 
  • No asset minimum
  • Most plans are $3,800 to $5,700. Billable at $380 an hour in 15 minute increments. 
  • Once the plan is delivered, there is a 30-day follow up window to ask questions and then the engagement ends. The short window is intentional for you to take action!
  • Ideal for do-it-yourself people who feel comfortable implementing my recommendations. 

I don’t offer engagements that address one or two questions that may only take a few hours. 

Schedule Your Intro Call

If you are ready to connect your money to your ideal life, please use the scheduling link below to see if we would be a good fit.

Are you ready to feel better about your finances?