Confirm We Are A Good Fit
A 30-minute virtual meeting so we can both determine if this could be a potential fit. We aren’t the right firm for everyone and we will happily refer you to a firm that may be a better fit for your needs.
Fees & Process
How Does This Work?
We first help you envision what your ideal life looks like if money wasn't an obstacle.
From there, we provide recommendations on everything in your financial life and begin guiding your financial journey so you get closer to your ideal life, while also making sure you enjoy the ride.
Our services are for you if most of the following applies to your situation…
What To Expect
Where Do You Start?
(Click a step to learn more).
1. Confirm We Are A Good Fit
3. Email You a Proposal
5. Let’s Get Started On Your Path To Financial Freedom!
2. Discuss How We Can Help
4. Think It Through
1. Confirm We Are A Good Fit
2. Discuss How We Can Help
3. Email You A Proposal
4. Think It Through
5. Let’s Get Started On Your Path To Financial Freedom!
Our Ongoing Service Model Process
Investment: $1,500 one-time upfront fee
+ fixed annual fee (paid monthly or quarterly).
Here's a deep-dive into what our process looks like...
upfront work
We start by helping you get to the core of what is most important to you and what you want your money to accomplish for you. We then organize your financial life and provide initial recommendations specifically tailored to your unique money vision.
Here's how it works after you sign up:
(Click a step to learn more).
1. Create Your Inspiring Money Vision
Meeting
3. Present Our Initial Recommendations
Meeting
5. Review Our Progress
Meeting
2. Organize Your Financial Life
MEETING
4. Prioritize And Start Implementing Action Items
MEETING
1. Create Your Inspiring Money Vision
MEETING
2. Organize Your Financial Life
Meeting
3. Present Our Initial Recommendations
Meeting
4. Prioritize and Start Implementing Action Items
Meeting
5. Review Our Progress
Meeting
IMPLEMENT, MONITOR & ADJUST
We meet three times a year to make sure you are in good financial health, completing the things you have agreed to, and making the appropriate adjustments based upon changes in your life. The only certainty is that things will change – your goals, your values, your career, etc. and we are here to help you navigate through those changes.
Financial planning is a continuous process instead of a one-time thing. It's important to set a long-term strategy, but that strategy should be broken into annual goals and adjusted to reflect life's changes.
(Click a meeting to learn more).
Unlimited email and virtual support.
3. Fall Meeting
Learn More...
1. Winter Meeting
Learn More...
2. Summer Meeting
Learn More...
We’re always here for you when things come up between meetings. Don’t be a stranger.
*Ongoing relationship also includes annual complimentary travel consulting services from ​Carpe Diem Traveler
**One-time engagements may be available upon request. Pricing starts at $2,500 for a single person and $3,000 for a couple.
Let's Talk!
We invite you to stop worrying about your money and start investing in your financial future. Let's talk about how we can help alleviate your financial concerns and guide your journey to financial freedom.
Get In Touch:
Contact Info:
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