Work with me

I work with clients on an ongoing basis to do truly comprehensive financial planning.

What’s on your mind? What do you want to achieve together?

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Ongoing Comprehensive Financial Planning

You can spend countless hours over the course of a year trying to find answers to your financial questions and only find generic advice. Or, you can rely on your financial planner to have your back, provide peace of mind and help you identify and reach your financial goals.
The process of comprehensive financial planning starts with the creation of your financial plan, after which we move into a cycle of ongoing support, implementation of the recommendations in your plan, and periodic plan updates.
Only ongoing comprehensive planning provides hands-on assistance that can help you maximize your savings, invest appropriately with your values and risk tolerance in mind, and avoid making costly mistakes with your money.
Annual fees for ongoing comprehensive planning start at $3000 for individuals and $3500 for couples. Fees are calculated based on income, net worth, and the complexity of your unique situation. Ongoing planning fees are billed in quarterly increments and a portion or all of your these fees may be deducted directly from your managed investment accounts.

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Investment management is included as a service for all ongoing comprehensive planning clients. Investment management is not currently offered as a stand-alone service for new clients.
Professional investment management, when paired with the proper financial planning, ensures you have the proper allocation across retirement and taxable accounts to manage investment risks and meet your financial goals. I also work with many clients to make sure they are not investing in extractive industries and fossil fuels.

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In addition to working with individuals and families, I love being able to bring financial education and information to groups including workplaces, unions, and community organizations on a variety of topics, including student loan repayment strategies, retirement savings, and planning towards buying a home.
Please get in touch with me to discuss possibilities for your organization. Fees for workshops vary, and community organizations and small nonprofits may be eligible to host a workshop at a severely reduced rate or on a pro bono basis.

Take the first step in building your financial future and send us a message or schedule a free consultation to learn more.