I want to start saving for my kids
I wish I knew how to negotiate
Do I have enough insurance?
I need a strategy for managing my equity comp.
Do we rent or buy a home?
How do I figure out when to retire?
I own a consulting business
How do I pay off my student loans?
Have WE saved enough?
Ongoing Financial Planning
You’ll receive a comprehensive and customized financial plan built specifically to meet your unique goals. By working in close partnership throughout the year, I will deliver a plan and work with you to track progress. An ongoing working relationship means you aren’t overwhelmed by a “one-off” hundred-page financial plan, and allows us to calibrate the plan as your life inevitably changes.
Phase 1: Get Oriented
(First 3 Months)
Get Organized Meeting
Cast A Vision Meeting
Phase 2: Navigate the Journey
ongoing financial planning cost
$1,800 – $5,000
(Based on the complexity of your situation)
$450 for an individual
$750 for a couple
We’ll agree on the fee at the beginning of our engagement and revisit it every year.
Note: all fees are based on the prevailing hourly rate and you will only be billed for time actually spent.
All projects billed at: $300/hr
in 15-minute increments.
Have a specific question?
Possible topics to be covered may include education planning or developing a student loan strategy. This is not intended to be comprehensive or ongoing.
ASSETS UNDER MANAGEMENT
$0 – $1,000,000