Let’s Help You Get Financially Independent

We offer different levels of services, depending on your individual needs.

Our Services

We offer three flexible ways to work with us: comprehensive financial planning, investment management, or hourly financial advice.

You can choose any service individually, or combine financial planning with investment management for ongoing, integrated support.

Each section below shows what’s included along with transparent pricing.

  • Basic plans start at $7,500 ($1,875/quarter)

    • Planning for individuals, couples and business owners looking to begin their journey.

    • 4 Core In-Depth Planning Meetings

    • 365 Days of Support

    • Discounts available if combined with Investment Management

    Financial Snapshot | Account Aggregation

    Net Worth & Liquidity Analysis

    Monitor Cash Flow & Debt

    Organize Planning Goals & Financial Tasks

    Retirement Analysis

    Retirement Income Planning & Distribution Strategy

    Social Security Optimization & Medicare Assessment

    Tax Planning & Optimization

    Equity Compensation Tax Planning

    Portfolio Review & Evaluation

    Asset Allocation & Portfolio Design

    Education Planning

    Insurance Needs Evaluation

    Estate Planning

    Advance Health Care Directive

    Company Benefits Review

  • Asset Management

    • Starts at 1.15% of Assets Under Management

    • Fees Discounts with Larger Asset Base

    • 365 Days of Support

    • No Required Asset Minimums

    Portfolio Design

    Asset Allocation

    Investment Selection

    Risk Management

    Portfolio Rebalancing

    Tax Loss Harvesting

    Performance Reporting

    Cash & Liquidity Management

  • $350/hour

    Pay only for the time you need by the hour.

    • Customized Support: Address your immediate financial questions or concerns.

    • Specific Goals: Tackle one-time needs like tax planning, investment analysis, or budgeting.

    • On-Demand Access: Get help when you need it, without committing to a subscription.

    Services

    • Financial Snapshot Review

    • Cash Flow Analysis

    • Investment Portfolio Check-Up

    • Retirement Plan Evaluation

    • Tax-Efficient Retirement Strategies

    • Estate Planning Guidance

    • Funding Assessment

    • Financial Decision Making Framework

Not sure which service fits you? Let’s talk through your goals first.

Start Here: Free Intro Call

If you’re looking for targeted, on-demand advice without ongoing planning, you can book a paid strategy session right now.

Book a 1-Hour Strategy Session ($385)