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.

Retirement Consultation

The retirement consultation is a working session (60 minutes) where we will build your projection together, live on our planning software.

This offering includes 2 hours of planning prep time and access to the planning software for 30 days.

It does not include a written plan but will include 3-5 financial planning recommendations customized to your situation. The recording of our sessions will be available.

$1,500 + Tax

*This offering is not meant for more complex situations, such as those with corporations or multiple rental properties

Comprehensive Financial plan

The Comprehensive Financial 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.

$3,950 + Tax (2 installments)

2 months of Money Coaching and platform access included

$125 per month after first 2 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.

2 months of Money Coaching and platform access is included with each Financial Plan.

The Money Coaching program fee is $125 per month, after the initial 2 month planning 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 $6,000 but will depend on the level of complexity.

Estate Plan

An Estate Plan is a strategy for managing and distributing your assets after death. This includes ensuring proper documents are in place and strategic tax planning (factoring in probate and final taxes). In addition, the Estate Plan would include a thorough review of assets and support towards organizing assets and information. An Estate Plan typically starts at $5,000 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 $1,500 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.