Work with Me


Work with Me


COmprehensive Plan + Ongoing SUpport- $1,200 up front + monthly Retainer*

This is my preferred method of working with you. I firmly believe that financial planning is a long-term process that involves building trust and mutual understanding over the long run. In most cases, it takes 1-2 years to fully work through the recommendations outlined in the initial financial plan. Not to mention that there may be significant changes that happen during that time which would require revisiting our original assumptions.

By extending the time we work together, we can dynamically evaluate the moving parts in your life and adjust the assumptions in our plan as things change. We also spend our time really digging into increasing your knowledge and comfort with personal finance.

*requires a minimum 12-month commitment. Fees range from $5,000-10,000 for the first year.

Portfolio management services range from 0.60-1.00% of portfolio value.

Hourly COnsultation- $250/hour (2 hour minimum)

Sometimes, you just have a one-off situation that you need to discuss with a trusted financial planner. This could be anything from a compensation package review, to analyzing the tax implications of an unexpected inheritance.