Let's Work TogetherMy goal is to take the financial stress and confusion out of your life, so you can focus on what matters to you and to the world.
Financial Fitness Check Up
I start all new clients with a Financial Fitness check up in order to do an initial assessment of your financial life. Working one-on-one, we will go over many aspects of your finances and do a deep dive into one or two topics that concern you. After our 90-minute consultation, you will receive a written report with recommendations and action steps and we’ll follow up after a few months to check in on your progress.
$299 – $799, on a sliding scale based on income.
Comprehensive Financial Planning
After going through a financial fitness checkup, you may want to continue working with me in order to help implement an action plan to achieve, maintain, and continue building financial sustainability. Working together over the long term, we can make the most of your money and work to achieve your long-term goals.
Topics covered in a comprehensive financial plan may include:
Cash Flow and Debt Management – Employee Benefits Optimization – Financial Goals – Insurance Needs Analysis – Tax Planning Strategies – Retirement Planning – Estate Planning – Education Funding – Risk Management – Investment Analysis – Investment Advisory Services
Fees for ongoing comprehensive financial planning are calculated as a yearly fee and are paid monthly, ranging from $60 to $400 / month. This fee is calculated based on your income and assets.