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.

One Page Plan

$500 individual; $750 couple

initial meeting to learn about you, discuss your values and goals, and gather information about all aspects of your financial life
a one-page plan including your goals and progress towards them, current financial situation (net worth, cash flow, savings rate, etc), and at least three recommendations to help you achieve your goals
a second meeting to go over your basic plan, discuss recommendations, and answer any questions
10% discount on estate planning services through Trust & Will