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?
Our approach integrates life planning with financial planning. We’ll define and design your unique version of “financial success.” Within this framework, we develop a comprehensive financial plan that aligns with your values, priorities, and life goals.
It typically requires 4-6 meetings across 3-6 months to get to a full draft of a comprehensive plan.
Following delivery of an initial financial plan, we generally meet with you between two and four times per year to understand any changes in your circumstances, review your plan and progress, and adjust and refresh the plan to reflect changes in circumstances.
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 and investment management as a combined service. I find financial plans are typically implemented more successfully when I am helping you invest according to your plan.
The cost is simple: $4,000 per year for an individual, $6,000 per year for a couple, for both services.
That cost is billed quarterly, in advance. You can pay via bank account (ACH), credit card, or from an investment account.
I believe in Passive Investing strategies and use experienced third party portfolio managers in some cases.