Get Familiar
A 30-minute phone call so we can both figure out 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 do you work with clients?”
We understand that people have different needs.
Therefore, we offer two distinct service models that are tailored to your unique needs.
Our goal is to always be transparent about the value you receive for the fixed fee you are paying.
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 get more detail about it).
1. Get Familiar
3. Proposal
5. Let’s Get Started
2. Discuss How We Can Help
4. Think it Through
1. Get Familiar
2. Discuss How We Can Help
3. Proposal
4. Think it Through
5. Let’s Get Started
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 is how it works after you sign up:
1. Get to Know Each Other
Meeting
3. Present the Plan
Meeting
5. How’s it Going?
Meeting
2. Get Organized
Work Between Meetings
4. Prioritize and Start Implementing
Work Between Meetings
1. Get to Know Each Other
Meeting
2. Get Organized
Work Between Meetings
3. Present the Plan
Meeting
4. Prioritize and Start Implementing
Work Between Meetings
5. How’s it Going?
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.
That’s why 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.
Winter Check-In
Learn More...
Summer Check-In
Learn More...
Fall Check-In
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.
Mutually Agree Upon Scope
Present the Plan
Get Organized
30-Day Follow-Up Support
Mutually Agree Upon Scope
Get Organized
Present the Plan