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Fee-Only Financial Planning Services Personalized for Your Needs.

Collaborating with you through life stages meeting you where you are, working with you to craft a personalized and dynamic financial plan.

Estate Settlement

For widows, widowers, and other heirs requiring support with estate settlements and transfers.
My aim is to provide some peace of mind, help you understand the options, and facilitate informed decisions during this challenging period. Initially, our focus is on collaborating with other professionals on your team to get your financials in order. We subsequently transition into creating a comprehensive plan that aligns with your immediate and long-term financial goals and move toward a new vision for your future.

Fee:

$3,800 up-front plus $350 per month for 12 months.
Renews at corresponding renewal rate from Comprehensive or Wellness Planning services.

Comprehensive Financial Planning

Catering primarily to people aged 50 and older or those with increased financial or estate complexity.

We focus on optimizing your retirement strategy, managing estate plan details and creating a comprehensive plan that aligns with your short-term and long-term financial goals.

Individuals:

$1,800 up-front plus $335 per month for 12 months. Renews at $269 per month ongoing.

Couples:

$2,100 up-front plus $350 per month for 12 months. Renews at $279 per month ongoing.

Financial Wellness Planning

Tailored for people under the age of 50 or those with an extended retirement horizon, minimal financial and estate intricacies.

We focus on cultivating healthy financial habits, maximizing savings and investment opportunities, strengthening core elements, and building a stronger foundation.

Individuals:

$1,100 up-front plus $245 per month for 12 months. Renews at $199 per month ongoing.

Couples:

$1,300 up-front plus $260 per month for 12 months. Renews at $209 per month ongoing.

Financial Foundations

Generally for people with under $100,000 in assets (not including their home).

For saving and debt reduction strategies only.

Includes access to digital tools, electronic communications, a one-hour onboarding session,  and a half-hour meeting every 3 months thereafter.

Individuals:

$99 per month ongoing.

Couples:

 $109 per month ongoing.

Hourly or Projects

On demand financial advice without the commitment.

Advice limited to the project scope and/or conversation topic only.

No access to planning tools or software.

FEE:

$350 per hour.

Wealth Management

For those who are interested, money management service is available as an add-on feature.
We will work together with First Ascent Asset Management for your portfolio design and implementation. To avoid individual stock selection and timing the market, we’ll invest primarily in low-cost passive index funds in a diversified portfolio fit for your risk tolerance and goals. This includes tax loss harvesting, when appropriate.

Fee:

.70% annuallycharged quarterly directly from your account.

The fee percentage is the same regardless of the amount of assets under management, except that there is a cap at $15,000.