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.
$500 individual; $750 couple
If you're serious about making a difference with your money and want a long-term relationship with a trusted partner, ongoing planning is for you. We'll work together to make a plan for every area of your financial life:
Available for meetings, phone calls, and emails at your convenience. Something comes up? We're there for you.
Engage Maize Financial for ongoing planning? You'll get a 0.25% discount on investment 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.