We offer flexible packages with straightforward pricing.
You're busy. Or maybe just not ready for a long-term relationship. That's cool! We now offer a one-page plan for a low flat fee.
Best for working individuals with household income <$150,000 who are saving and investing toward future goals.
For bigger projects, hourly planning is available.
You're ready to take your finances to the next level and want a long-term, trusted partner to help you reach your goals.
I'll work with you to set personalized goals and create a plan for every area of your financial life.
Best for those with big plans and looking for a long-term planning relationship.
Streamlined, fully digital asset management. I partner with Altruist to give you a delightful experience and keep fees low.
Investment management is available as a stand-alone service or discounted when combined with financial planning.
$500 individual; $750 couple
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