What are you looking for?
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.
Investment management
0.40 - 1.00% of assets under management
We team with Altruist because not only do they provide a fully digital experience with top-of-the-line customer service, they want to make quality financial advice more affordable and accessible--which we kinda love around here.
