Services + pricing
Full Financial Plan — $1,000
You want the whole picture. This is a coordinated strategy across every area of your financial life — from what you're spending to how you're investing to whether you're on track for retirement.
What's included: A 90-minute information-gathering session, a full written financial plan with prioritized recommendations, and a dedicated review meeting where we walk through everything together.
Best for: Individuals and families who want clarity, coordination, and a real roadmap — not just a nudge in the right direction.
You want the whole picture. This is a coordinated strategy across every area of your financial life — from what you're spending to how you're investing to whether you're on track for retirement.
What's included: A 90-minute information-gathering session, a full written financial plan with prioritized recommendations, and a dedicated review meeting where we walk through everything together.
Best for: Individuals and families who want clarity, coordination, and a real roadmap — not just a nudge in the right direction.
Ongoing Partnership — Starting at $100/month
The plan is just the beginning. This is for clients who want hands-on support putting recommendations into action — quarterly check-ins, progress tracking, and an annual plan update to keep things current as life changes. Pricing is based on the complexity of your situation and the level of support you need for your family or business. The partnership service is billed month-to-month and cancelable at any time.
Best for: Anyone who knows they'll follow through better with accountability and a partner in their corner.
The plan is just the beginning. This is for clients who want hands-on support putting recommendations into action — quarterly check-ins, progress tracking, and an annual plan update to keep things current as life changes. Pricing is based on the complexity of your situation and the level of support you need for your family or business. The partnership service is billed month-to-month and cancelable at any time.
Best for: Anyone who knows they'll follow through better with accountability and a partner in their corner.
Focused Plan — $250 and up
You know what you need help with. This is targeted analysis and recommendations on one specific area — investment allocation, college savings, debt payoff strategy, whatever's keeping you up at night. The fee varies based on complexity, and we'll agree on it before any work begins.
Best for: People with a specific question who want a clear, expert answer.
You know what you need help with. This is targeted analysis and recommendations on one specific area — investment allocation, college savings, debt payoff strategy, whatever's keeping you up at night. The fee varies based on complexity, and we'll agree on it before any work begins.
Best for: People with a specific question who want a clear, expert answer.
Not sure which is right for you?
Start with a free 20-minute consultation. We'll talk through what's on your mind and figure out together what kind of support makes the most sense.
Start with a free 20-minute consultation. We'll talk through what's on your mind and figure out together what kind of support makes the most sense.