It’s your plan, not mine
I’m here to advise and support you
It's all about you
You’re in control of your life. I never force my clients to do anything they don’t want to do.
I’m available whenever you need me, whenever you have a question. Life doesn’t generally wait 3-6 months for an appointment.
I will always adjust my planning agenda to your priorities, to anything new or urgent you want to discuss.
I won’t let you leave our conversations unsettled or unsure.
how does it work?
My approach integrates life planning with financial planning. We’ll define and design your unique version of “financial success.” Within this framework, I develop a comprehensive financial plan that aligns with your values, priorities, and life goals.
It typically requires 4-5 meetings across 3-6 months to get to a full draft of a comprehensive plan.
it all starts with just a call
We’ll get to know each other and explore whether my services are a fit for your needs.
The Rest of Year 1
WHAT I CAN DO FOR YOU
How I charge
I believe in simple, transparent costs. I am a fee-only planner. I do not receive commissions from products, nor do I accept monetary or other compensation for referrals.
I offer financial planning services alone, or with investment management added. Plans are typically implemented more successfully when I am helping the client invest according to their plan.
Financial Planning is a fixed, flat, annual cost – billed quarterly – based on the complexity of your situation and the value received. What do I mean by complexity? See the calculator on this page.
Investment Management is 0.50% of the first $1,000,000 of your assets under management (AUM) per year, calculated and billed quarterly. There is no additional cost for AUM over $1,000,000; i.e. the Investment Management cost is capped at $5,000 per year.
I believe in Passive Investing strategies and use experienced third party portfolio managers in most cases.
My cost calculator is taking a couple weeks off.
To build your own rough estimate:
Start with $3,000.
Add $500 for each box checked above.
Adding Investment Management?
Multiply your investment total by .005 and add to the planning cost.