Ways to work together
Support that meets you where you are.
Whether you need help with a specific decision, want to understand your full financial picture, or are looking for an ongoing advisor relationship, there is a way to work together that fits where you are right now.
You don't need to know which option is right for you before reaching out. We can start with what you're facing and determine together what level of support makes sense.
01
Focused Financial Consultation
For a focused financial question or decision.
Sometimes you have one pressing financial question and need dedicated time to work through it clearly. A consultation gives us space to focus on a specific issue, whether that is evaluating a settlement offer, understanding a retirement account, considering a housing decision, or making sense of another financial question.
Best for someone with a focused question who may not need a comprehensive financial plan.
Hourly fee
02
Comprehensive Financial Planning
For a complete picture and a clear roadmap.
A personalized financial planning process designed to bring the different pieces of your financial life into focus. We'll look at your full picture together, identify what matters most, work through your options, and create a prioritized roadmap you can confidently act on.
Potential planning areas
Best for someone who wants to understand her complete financial picture and develop a clear plan without necessarily wanting ongoing investment management.
Flat planning fee
Based on scope and complexity.
03
Ongoing Financial Planning & Wealth Management
For an ongoing advisor relationship.
An ongoing relationship that combines financial planning, investment management, implementation support, and continued guidance as your life changes.
We'll revisit your plan over time, monitor and manage your investments, help coordinate financial decisions, and remain available as questions and new opportunities arise.
Includes
Best for someone who wants a trusted advisor to help manage her financial life on an ongoing basis.
1.25% annually
Of assets under management.
Start where you are
You don't have to decide on a comprehensive planning or ongoing advisory relationship from the beginning. You can start with the level of support that makes sense for the questions you have today and build from there as your needs become clearer.
A focused consultation may lead to comprehensive financial planning, and comprehensive planning may naturally grow into an ongoing advisory relationship.
If you decide to move from one level of service to another, we'll talk through how the services fit together and what that means for your fees before you make a decision.
How fees work
I believe you should understand how financial advice is priced before deciding whether to move forward.
Focused consultations are billed hourly. Comprehensive financial planning is offered for a flat fee based on the scope and complexity of your situation. Ongoing financial planning and investment management are charged at 1.25% annually of assets under management.
During our introductory conversation, we'll talk about what you're facing, which type of support may be most helpful, and the applicable fee. You'll have a clear understanding of the cost before making any commitment to move forward.
There is no obligation to continue beyond that conversation.
Not sure where to start? That's okay.
Our introductory conversation is designed to help you understand what kind of support may be most useful before you make any decisions.