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Life-Focused Financial Planning

Let me help you rewrite your money story. Your financial decisions are shaped by your past, but they don’t have to define your future. My planning process starts with understanding your experiences, clarifying your goals, and reframing how you think about money. Together, we’ll create a strategy that connects your wealth to what matters most, so you can move forward with clarity and confidence.

Why Take a Life-Focused Approach
to Financial Planning?

Traditional financial planning tends to cover only money-related topics. While analyzing your cash flow, investments, taxes and retirement readiness is important, what typically gets left out is you.

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The numbers won't matter if your plan fails to take into account your key values and life goals.

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While we'll definitely do a deep dive into your finances, my approach begins by helping you gain clarity about the "why" behind your money.

Flexible Planning Options 
Based on Your Needs

Whether you're interested in a comprehensive financial planning engagement or you're a do-it-yourselfer just wanting advice on a project basisI've got you covered.

Comprehensive Financial Planning

We'll create a roadmap that aligns with your life and aspirations. My financial planning process is designed to simplify, optimize and improve your finances so you can focus on what matters most. Over four to six meetings, we'll work together to:

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✔ Optimize Your Wealth – Ensure your money is working efficiently for you, from tax strategies and investment management to insurance, estate and retirement planning. 
✔ Get Organized – Gain a clear, structured approach to your finances so you always know where you stand.
✔ Build Long-Term Financial Growth – Plan for the future with a strategy tailored to your career, business and personal goals.

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Your financial plan is not a one-time project—it’s an evolving strategy. I provide ongoing support and accountability to keep you on track, adjusting as your life and career progress. This includes annual goal-setting and progress reviews, financial plan updates, support through life's big changes and financial guidance as needed. 

Personalized Step-by-Step Financial Planning Experience

EXPLORE & ALIGN

90-MIN MEETING

Explore life values, top goals and financial scorecard to see how closely they’re aligned. Identify topics to prioritize.

CLARIFY & PLAN

90-MIN MEETING

Clarify statement of financial purpose, model the outcomes of various financial decisions and identify obstacles to reaching goals.

PLAN DELIVERY

60-MIN MEETING

Present tax, cash flow, retirement, insurance, estate and investment strategies to align financial decisions to goals and values.

IMPLEMENT PLAN

OVER 6 MONTHS

Implement action items, e.g., open accounts, update policies, change allocations, make introductions to insurance, tax, legal pros, etc.

PLAN CHECK-IN

60-MIN MEETING

Six-month review to celebrate progress, answer questions, and address any roadblocks during implementation of the plan.

Flexible Pricing

The minimum annual financial planning fee starts at $4,500, based on your income, assets and overall complexity. This fee can be paid 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 for individual accounts and small-business retirement plans are billed an annual asset-based fee between 0.60% - 1.25% of account balance, based on account type, size and investment strategy.

What's Included in Your Plan

Project-Based Financial Planning

If you're looking for advice on a specific topic like choosing what accounts to use to save more, an analysis of your stock options or help choosing employer benefits (to name a few), we can work together on a project basis.

Pricing

An estimate will be provided on the number of hours needed to address your financial topic at my firm's hourly rate.

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