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.
We have two comprehensive financial planning service models to best serve your needs.
Our ongoing service model provides you with a comprehensive financial review with ongoing support from us to implement, monitor and adjust your financial decisions as your life changes. This is for you if most of the following sound like you...
Our one-time service model provides you with a comprehensive financial review, but leaves the implementation, monitoring and adjusting to you. This is for you if most of the following sound like you ...
Whether you're looking for an ongoing or one-time relationship, we always start the same way.
(Click a step to learn more).
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...
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).
Meeting
Meeting
Meeting
MEETING
MEETING
MEETING
Meeting
Meeting
Meeting
Meeting
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).
Investment: $2,500 for a single person and $3,000 for a couple
We start the same as the ongoing relationship. We help you get to the core of what is most important to you and create an inspiring money vision. We then organize your financial life and provide initial recommendations specifically tailored to your life.
However, the implementation, monitoring and adjusting falls upon your shoulders with ongoing access to all tools that we use together.
(Click a step to learn more).
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.
That’s okay! You can download our free guide and subscribe to our blog to help you make better decisions with your money.
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.
We follow up with you to summarize how can help you, recommend the appropriate service model and provide the estimated fee if you were to sign on as a client.
We are lucky to be working with you! We begin by setting expectations and laying out the next steps.
≤60-minute virtual meeting where we better understand your needs and identify the value we can provide.
Do you feel ready to improve your financial life? Here are some questions that you can ask yourselves:
The fixed annual fee is calculated using 1% of your earned income + 0.5% of your net worth, which puts you into a pre-specified fixed fee level. The minimum fee starts at $333/month or $1,000/quarter.
A 2 hour virtual discovery meeting helping you answer "What do we want our money to accomplish for us?"
2 hour virtual initial review meeting to provide recommendations for your immediate problems... and more!
60-minute virtual check-in meeting after 60 days. Life gets busy so we keep you accountable.
A 60 minute meeting to link your accounts to your client portal and upload all relevant information to your secure vault
90-minute virtual meeting
90-minute virtual meeting
60-minute virtual meeting
A 2 hour virtual discovery meeting helping you answer "What do we want our money to accomplish for us?"
2 hour virtual initial review meeting to provide recommendations for your immediate problems...and more!
A 60 minute meeting to link your accounts to your client portal and upload all relevant information to your secure vault.