THE MAIN WAYS TO WORK WITH US
Services and Pricing
Project Based
Financial Planning
$1,500+ (1-3 topics)
What’s Included:
For project plans based on selected topics we’ll meet first to define the scope and timeline for planning.
- Values and Goals
- Cash Flow Planning
- Investment Planning
- Insurance Planning
- Retirement planning
- Estate Planning
- Education Planning
.
Best For:
Early and mid-career professionals that need tailored financial planning in a few topic areas.. You might be new to financial planning and know that there are areas that you need to tackle today, but you’re not ready for a comprehensive plan.
One-Time Comprehensive Financial Planning
$3,500+ (depending on complexity)
What’s Included:
5-6 meetings over 4-6 months to build and deliver the plan
- Values and Goals
- Cash Flow Planning
- Investment Planning
- Insurance Planning
- Retirement planning
- Estate Planning
- Education Planning
1 follow up meeting 3 months after plan delivery to monitor implementation progress
Best For:
Mid-career professionals with growing families. You’re hitting your stride in your career and want to be able to support your family while prioritizing spending time with young children. You might still be paying off some student loans but you’re also starting to look towards big financial decisions like buying a house, taking an extended maternity leave, or getting serious about investing for retirement. Your finances are starting to get a little more complex and you want a trusted financial professional to help you navigate these next steps.
Ongoing
Financial Planning
$250+ /month (depending on complexity)
What’s Included:
After we’ve worked together on an initial project-based plan, we can decide if it makes sense to continue working together for ongoing support on all aspects of your financial plan, including implementation and monitoring.
Includes unlimited email access, scheduled check-ins, and additional meetings when needed if there are changes in your financial life.
.
.
Best For:
Clients that have worked with us already and want to continue the relationship!
