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Financial Planning Focused on You
Before diving into the numbers, we'll start with what really matters—your values, your goals and your relationship with money. By understanding your “why,” we'll create a personalized financial plan and investment strategy that reflects your life story, not just your balance sheet.
Comprehensive Financial Planning Approach
Together, we’ll create a financial plan designed for your life and career. You’ll get:​​
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✔ A Clear Financial Snapshot – Organize your money with online tools to track where you stand.
✔ A Personalized Action Plan – Step-by-step guidance to optimize your wealth and reach your goals.
✔ Ongoing Support & Adjustments – Stay on track with accountability and plan updates as life evolves.
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Financial planning isn’t a one-time event—it’s an ongoing process. As your life and career evolve, I’ll help you adjust your plan to stay aligned with your goals.
Personalized Step-by-Step Financial Planning & Investment Process
EXPLORE & ALIGN
Define your most important values, goals and financial situation.
CLARIFY & PLAN
Model different scenarios to align your plan with your life.
PLAN DELIVERY
Advice on savings, taxes, cash flow, investments, etc
IMPLEMENT PLAN
Help with action items and coordination with professionals.
PLAN CHECK-IN
Track progress, address roadblocks and celebrate wins.
What's Included in Your Financial Planning Engagement
Retirement / Work Optional Planning
Saving on Current & Future Taxes
Optimizing Employer Benefits
Rebuilding After Divorce or Widowhood
Stock Compensation Analysis
Maximizing Small Business Deductions
Investment Analysis & Guidance
Investment Real Estate Analysis
Insurance and Estate Planning
Transparent Pricing Fits Your Needs
The comprehensive financial planning fee starts at $4,000, depending on financial complexity. This can be structured as:
✔ A flat fee for financial planning,
✔ An asset-based fee with investment management, or
✔ A combination of both.
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Investment management fees range from 0.60% to 1.25% of assets managed, based on account specifics.
Need One-Time Financial Advice?
Hourly financial advice is available for those who need guidance on a single topic like:
✔ Stock options or equity compensation
✔ Debt repayment & cash flow strategies
✔ Retirement savings checkup
✔Review investment portfolio
Schedule a call for an estimate on the number of hours needed to address your topic.