Financial Planning Services


Comprehensive Financial Planning
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
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!


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!