Fees & Process

How Does This Work?

We have two comprehensive financial planning service models to best serve your needs. 

Which comprehensive service model is best for you?

Ongoing 

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...

  • You are single or married with young children
  • Your household income is greater than $200,000/year
  • You are a business owner or receive stock options/restricted stock. You have many competing demands on your constantly changing cash flow (investing, paying down debt, saving for college, etc.)
  • You have over $100,000 of student loans
  • You have life transitions on the horizon like getting married, growing your family, moving or starting a business
  • You don't have the time to be proactive with your family's finances. You may enjoy managing your family's finances, but your time is best used in other ways
  • You need someone to quarterback communication and make introductions to other experts (CPAs, estate attorneys, life insurance agents, mortgage brokers, etc.)
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One-time

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 ...


  • You are single or married without children
  • Your household income is less than $200,000/year
  • Your income is relatively steady with few competing demands on your cash flow
  • You have less than $100,000 of student loans
  • Your life is pretty simple with few anticipated life transitions on the horizon
  • You feel stuck in your financial life and need direction on how to start
  • You do feel confident in your financial life, but you would value a second set of eyes to make sure you are avoiding financial mistakes
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Where Do You Start?

Whether you're looking for an ongoing or one-time relationship, we always start the same way.

(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 â€“ 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

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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​​​

Our One-Time Service Model Process

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).

1. Create Your Inspiring Money Vision
3. Present Our Initial Recommendations
2. Organize Your Financial Life
4. 30-Day Follow-Up Email Support
1. Create Your Inspiring Money Vision
2. Organize Your Financial Life
3. Present Our Initial Recommendations
4. 30-Day Follow-Up Email Support

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. 

Schedule a Free MEETING
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