As an Advice-Only Financial Planner, my planning is holistic and unbiased, not tied to any type of product sale. Customized Comprehensive Financial Plans include budgeting, investing, tax planning, risk management, retirement, and estate planning. I offer Money Coaching with all my Financial Plans and give clients access to an interactive platform for sharing information and ongoing planning.
Comprehensive plan
The Comprehensive Plan is holistic and customized to the client. Typical clients are young professionals and families looking to better understand how to build towards life goals such as saving for a child’s education, buying a home, or retiring early. They are often looking for help prioritizing retirement savings with paying down debt and guidance on how best to do this most efficiently.
3 payments of $975
3 months of Money Coaching and platform access included
$95 per month after first 3 months
Quickstart Plan
The QuickStarter Plan is for individuals early in their careers, such as new graduates. This plan is good for those that have lots of life goals, and want to build a strong foundation for their financial future by getting organized.
After our Discovery meeting, we can discuss whether this plan is a good fit for you.
3 payments of $500
3 months of Money Coaching and platform access included
$95 per month after first 3 months
money coaching
Money Coaching is an important part of each of our client’s Financial Plans. These sessions are to support client’s implementation of recommendations, to provide accountability, and to support the client in building different scenarios.
3 months of Money Coaching and platform access is included with each Financial Plan.
The Money Coaching program fee is $95 per month, after the initial 3 month period.
Includes quarterly meetings, support emails, and platform access.
Additional Services:
Advanced Financial Plan
The Advanced Financial Plan is for those with additional complexity, such as corporations, stock options, RSUs, multiple rental properties etc…The Advanced Plan includes everything in the Comprehensive Plan but factors in those elements that require additional analysis. An Advanced Financial Plan typically starts at $4,500 but will depend on the level of complexity.
Portfolio Review
A Portfolio Review includes analysis into risk tolerance, asset allocation, investment fees, tax efficiency, and whether your portfolio aligns with your long term goals and values. Portfolio Reviews start at $1,000 but depends on the number of accounts/securities to be reviewed.
modular analysis
If you're looking for a little more focus on one or more particular areas of your finances, consider a modular analysis. This can be scenario planning, cash flow planning or estate planning. These mini-projects typically start at $1,500 but vary depending on the type of project.