I want to start saving for my kids

I wish I knew how to negotiate

will i be ok if i lose my job?

I need a strategy for managing my RSU income

Do we rent or buy a home?

How do I figure out when to retire?

I want to start 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)

Discovery Meeting

We do a deep dive into your current situation, talk about goals and concerns, and enable me to understand your unique needs and objectives

Get Organized Meeting

Together, we collect necessary information, get you set up on the client portal and begin to get organized.

Cast A Vision Meeting

We cast a vision for the future, evaluate plans to get there and set a schedule of activities to tackle over the next 6-12 months.

60-90 minutes

90 minutes

60 minutes

Phase 2: Navigate the Journey

(Ongoing)

Implementation Meetings

Quarterly intentional meetings to work through all of your short and long-term goals. The specific topics and schedule will be provided at the Cast a Vision meeting.

Calibrate Meetings

We meet as needed to modify the plan to adjust to your changing circumstances.

60 minutes

TBD

ongoing financial planning cost

Upfront fee

$3,000 – $6,000

(Based on the complexity of your situation)

Ongoing fee

Starts at:
$750 for an individual
$900 for a couple

(Billed quarterly)

Note: all fees are based on the prevailing hourly rate and you will only be billed for time actually spent.

hourly advice

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.

Investment Management

I provide Investment Management services to clients who don’t have the time or inclination to do it for themselves. My investment philosophy is to provide a diversified portfolio of low-cost index funds that matches your risk tolerance (we’ll figure that out together).

Investment management services are offered in addition to ongoing financial planning. Ideally clients who use this service would also be ongoing planning clients. There are some cases in which I would provide investment management only, but generally speaking, it makes sense for me to know what is happening in the rest of your financial life, beyond the accounts I am managing.

We typically have 2 meetings per year to review any investment-specific questions and concerns. I am also available to you throughout the year as questions arise or your situation changes.

Investment fee

ASSETS UNDER MANAGEMENT	Annual fees
$0 – $1,000,000	0.75%
$1,000,001+	0.50%

Do you have a lot on your plate?