If you clicked to this page first (pricing), we’re kindred spirits!

I like to know what I’m getting for my money. It’s part of the reason I chose to offer my planning services on an hourly basis—because of the transparency. You will know exactly what you are paying me for! Whatever service you choose, you’ll get the peace of mind of knowing that you’re making well-informed financial decisions that are in keeping with your values and goals. You’ll be getting advice from an experienced financial professional who is equal parts educator and advisor. So, you’ll learn what’s important for you to know to make good choices (don’t worry, it isn’t as difficult as you’ve heard from most in the financial services industry) and get straightforward, clear instructions on how to move forward.

 In the short-run, it is less expensive to go solo. But the cost of missed opportunities and choices that aren’t optimal for you or that have unanticipated consequences is high. Plus, you’ll miss out on the peace of mind that having an experienced professional on your side provides.

 

How Will we get started working together?

Our first engagement, an Initial Action Plan, is designed to give you a good assessment of where you are now and what next steps you should take. It consists of a two hour collaborative meeting during which you’ll receive our recommendations. Afterwards you’ll receive a report summarizing our recommendations and next steps.

If you are early or mid-career, we’ll focus on your income and expenses, insurance, estate planning, and saving and investing.

If you are close to or have achieved financial independence or retirement, we’ll look at what type of lifestyle your resources will support over your expected lifetime.

$900

 

need more?

Detailed analysis and advice on investments, insurance and income tax strategies, or retirement projections, are beyond the scope of the Initial Action Plan but can be addressed in a subsequent hourly engagement. You will receive a quote, based on our hourly rate, for an engagement that will answer your specific questions.

$300 per hour

 

How it works

We’ll collaborate to come up with a plan that you want to follow to take you where you want to go:

  • We’ll use questionnaires and conversations to help you clarify what your best life looks like.

  • You’ll provide the data and we’ll do the analysis and research.

  • We’ll walk through our recommendations together to make sure they fit.

  • Then we’ll give you easy to follow directions to follow.

  • Repeat—Life happens and there will be more decisions—you’ll let us know when you need us.