Services
Are you looking for ongoing help, or just have a few questions?
Ongoing
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Includes ongoing financial planning combined with investment management.
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One annual fixed fee based on the complexity of your financial life.
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First year focus areas (covered in 4-5 meetings):
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Getting to know you, your goals, values and current financial situation.​
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Developing a plan together that is right for you, including a prioritized implementation plan.
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Second year and beyond:​
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Ongoing monitoring and adjustments as life unfolds.​
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Two regular meetings per year, and as needed.
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One-Time
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One-time fixed fee based on hours.
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Your role:
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Determine your top three financial planning questions.
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Provide the requested financial documents.​
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Our role:​
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Review your financial documents and prepare for our meeting.​
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Host a 75 minute meeting focusing on your top three financial planning questions.
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Deliver a list of recommendations within one week of the meeting.
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Host a 20-30 minute meeting 3-4 weeks later to answer any implementation questions and discuss next steps, if any are required.
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