My process and pricing are built so I can do what's best for you. Always.
WE START WITH FOUNDATIONAL PLANNING
6-12 months to learn about you, get organized, take care of the basics, and put together a roadmap for your best life.​​
1.
Purpose
Learn about your history with money, your values, your ideal life. Create a Financial Purpose Statement to be our north star.
2.
Financials
Organize your financials: assets, liabilities, income, taxes, expenses. Understand where you are so we can create a path to where you want to go.
3.
Investments
Implement an investment strategy aligned with your risk profile, preferences, and goals.
4.
Insurance
Review all insurance policies and adjust as needed to ensure your
health, family, and assets are protected from the unexpected.
5.
Plan
Show you the path to the life you want to live, including specific recommendations to get you there as fast as possible.
6.
Estate
Review or build your estate plan to ensure your wishes are carried out and your family has clarity and peace of mind.
ONGOING PLANNING
Three core planning meetings a year to review your financial life and ensure you’re tracking towards your goals. I'll work behind the scenes the rest of the year so nothing falls through the cracks.
Winter Meeting
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Revisit your Financial Purpose Statement and track progress
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Assess financial and life satisfaction
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Prepare to file taxes
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Review insurance policies (odd years)
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Review and update estate plan (even years)
Spring Meeting
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Track net worth and emergency fund
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Update and review financials and projections
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Review investment performance and strategy
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Review tax return and start tax planning
Summer
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Take care of any open tasks and to-dos
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I’ll work behind the scenes while you enjoy the summer with your family.​​​
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I’m here if you need anything, and I’ll let you know if something needs your attention.
Fall Meeting
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Track net worth and emergency fund
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Update and review financials and projections
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Year-end tax planning
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Open enrollment
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Year-end charitable donations and gifts
We'll also speak throughout the year as much as you need. Whether you want my take on the economy or to discuss an important decision, I’m always here.
PRICING
One all-inclusive fee that's simple, clear, and fair.
Annual fees range from $5,000 - $15,000 based on the complexity of your situation.
Complexity Factors
No binding or long-term contracts – cancel anytime.
I retain my clients with great service, not confusing legal agreements.
FEE ONLY FIDUCIARY
Legally required to act in my clients' best interest. No matter what.
Only compensated by my clients. No commissions. No kick backs. No shady stuff.