Confirm We Are A Good Fit
A 30-minute phone call 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?
Identify your needs. Determine the service model. Start solving your problems!
Which service model is best for you?
Comprehensive:
Our comprehensive service model provides advice to questions that are more complicated and require more investigation to properly advise on. These questions include:
Project-based:
Our one-time project-based service model provides advice to specific, more straightforward questions. These questions include:
Where do I start?
Whether you're looking for an ongoing relationship or help with a one-time project, 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!
Comprehensive Relationship Process
Cost: $1,000 one-time upfront fee
+ fixed annual fee (paid monthly or quarterly).
Here's a deep-dive into what our process looks like...
upfront work
Think of this service as going to the doctor and asking "Am I healthy? What should I be doing?". The doctor needs to fully understand your medical history and diagnose your current medical condition before providing any recommendations. The same concept works for financial planning.
Here's how it works after you sign up:
(Click a step to learn more).
1. Set Direction For Your Money
Meeting
3. Present Our Initial Recommendations
Meeting
5. Review Our Progress
Meeting
2. Organize Your Financial Life
Work Between Meetings
4. Prioritize And Start Implementing Action Items
Work Between Meetings
1. Set Direction For Your Money
Meeting
2. Organize Your Financial Life
Work Between Meetings
3. Present Our Initial Recommendations
Meeting
4. Prioritize and Start Implementing Action Items
Work Between Meetings
5. Review Our Progress
Meeting
Ongoing relationship
Just like you periodically go to the doctor, we meet three times a year to make sure you are in good health, completing the things you have agreed to, and making the appropriate adjustments based upon your health. 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.
Unlimited email and virtual support.
1. Winter Meeting
Learn More...
2. Summer Meeting
Learn More...
3. Fall Meeting
Learn More...
We’re always here for you when things come up between meetings. Don’t be a stranger.
One-Time Project-Based Relationship
Cost: $200/hour * projected number of hours = fixed project fee
As opposed to going to the doctor, think of this service as going to the emergency room and asking "Is my leg broken?". Depending on the condition of your leg, it may be straight forward, or it may take more time to answer. The emergency room doctor will answer your question, but won't also tell you that you need to start exercising to lower your blood pressure. This service model is the same concept.
We provide guidance to specific, straightforward questions without diving into your full financial health.
1. Mutually Agree Upon Scope
3. Present Our Initial Recommendations
2. Organize Your Financial Life
4. 30-Day Follow-Up Email Support
1. Mutually Agree Upon Scope
2. Organize Your Financial Life
3. Present Our Initial Recommendations