Financial Planning Services

 

Comprehensive Financial Planning
monthly
$249-599
Your custom financial plan & year-round guidance
Initial planning fee: $500-3,000
Discovery meeting & current situation summary
Full plan & delivery meeting
Prioritized action checklist
Checkup meetings every 4-6 months
Annual comprehensive plan review
$100,000 in assets under management included
Access to financial planning software
Quick Start Session
one-time
$599
Answer your most pressing financial questions
Advice for your current situation
90-minute Q&A meeting
Discuss 2-3 topics of your choice
Post-meeting summary & action plan
2 weeks post-meeting email support
Subscribe to financial planning within 6 months, the cost of the meeting applies to your initial planning fee!
 

ADD-ON SERVICES

These optional services add value to your comprehensive financial plan. There are no annual contracts or asset minimums, and clients can adjust their services without penalty.

  • Investment Management – I use XY Investment Solutions as my investment management platform. Their low-cost, long-term focused, and value-oriented portfolios are a great asset to any financial plan.

Assets Under ManagementInvestment Management Fee
$0-100,000Included in planning fee
$100,001 - $1M.7% per year
$1M+.6% per year

  • Tax Preparation – Take the stress out of preparing your federal and state tax returns by partnering with a professional! Fees are based on the complexity of your situation.
  • Advanced Tax Planning – These strategies are for business owners, entrepreneurs, and investors who want to slash their tax bills! Fees are based on the complexity of your situation.

Ready to Get Started?

I look forward to planning together at the speed of your life!