Services
As a fee-only advisor, I'm paid only for the advice and services outlined on this page. I don't earn commissions or kickbacks on product sales, as my advice will always be centered around you, not products.
No ongoing commitment. No assets under management.
Together we will co-create a personalized financial plan tailored to your goals, pain points and values. You’ll leave with clear recommendation you can implement on your own.
One-time plan may include, cash flow and savings strategy, retirement planning, investment portfolio construction, insurance planning, tax planning, college planning, estate planning, or anything else that is on top of your mind.
Ideal for you if:
✓ You are comfortable managing your own finances and want an expert second opinion.
✓ You’re comfortable implementing recommendations yourself.
✓ You’re at a financial crossroads and are looking for clarity or thought partnership.
Starts at $2,500. Fees vary based on the complexity and scope of your financial planning needs.
One-Time Financial Plan
After your plan is delivered, our engagement concludes. if life change and you’d like an updated plan within two years, you’re welcome back at a preferred returning client rate.
Ongoing Investment Management
For people who'd rather not do it all themselves.
We'll manage your investment portfolio while serving as your long-term financial partner. As your life changes, your financial plan evolves with it—so you don't have to navigate every decision alone.
Unlike a one-time plan, we'll continue implementing recommendations, monitoring your progress, and adjusting your strategy as your life evolves.
Ideal for you if:
✓ You want a trusted partner to manage your investments.
✓ You would like ongoing financial guidance—not just a one-time plan.
✓ You value having someone in your corner when life changes.
Starts at 1.00% annually, with a $5,000 annual minimum. Minimums may be waived in certain situations.
Comprehensive financial planning is included at no additional fee. While we'll manage your investment portfolio, we believe investments are just one piece of a well-rounded financial plan. Our work together generally includes guidance on retirement, taxes, insurance, cash flow, while staying flexible with your most pressing needs.
Currently, I do not offer hourly consultations.
What it’s like to work together
1
Fit Call
A complimentary meeting to get to know each other. We’ll discuss what’s most on top of mind, answer your questions, and assess whether we are a good fit.
2
Foundation
During this stage, we'll organize your financial information, review your accounts, insurance policies, understand your comfort with investment risk, and identify opportunities or gaps that deserve a closer look.
We’ll also set expectations on how we will work together.
This stage is intentionally thorough and may take more than one meeting. A thoughtful plan starts with a deep understanding of where you are today.
3
The Plan
This is where everything comes together. You’ll receive personalized recommendation in the format you are most receptive to. Don’t like Excel spreadsheets? No problem. Want plain and simple step by step bullet points? You got it. We’ll talk through the “why” behind our recommendations so you leave with clarify, not just another PDF that gets archived.
4
Implementation
For one-time planning clients, this concludes our engagement. You’ll leave with a roadmap to implement at your own pace.
For ongoing clients, financial planning isn’t a one-and-done event. We’ll implement parts of the plan we can, refer to specialists as needed, and continue to explore areas that deserve more attention as life evolves.