We work together to do a comprehensive review and answer your questions at an hourly rate of $380 an hour, billable in 15 minute increments. 

Most comprehensive engagements range between $3,800 and $5,700, which includes a financial independence plan, tax analysis, investment analysis and recommendations, insurance review, and more. 

Once the one-time plan is delivered, you have a one-month follow up window to ask questions. After that point, the engagement ends.

The short window is intentional.

I want people who are committed to asking questions and implementing the recommendations they agree with to move their financial life forward.

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

Below are examples of topics that may be included:

• Review overall investment allocation
• Review your investments and whether each investment is in the most tax-efficient accounts
• Do Roth conversions scenario analysis to help optimize taxes over your lifetime
• Charitable giving strategies, such as Qualified Charitable Distributions (QCDs), giving stock, and Donor Advised Funds (DAFs)
• Read your estate plan and go over it with you to identify areas that may need updating
• Build a financial independence plan to determine the likelihood that you need to save more or adjust your spending in retirement
• Provide long-term care insurance guidance
• Discuss extra support services, such as eldercare consultants, home health aides, or therapists
• Review home, auto, umbrella, and life insurance to identify any gaps in coverage