Services & Pricing
Clear, transparent ways to work together.
Whether you need help with a single decision or want a trusted advisor for the long term, there's a way to work together that fits where you are right now.
01
Financial Planning Consultation
For a specific question or decision.
Sometimes you have one pressing financial question and you just need a clear, informed answer. A consultation gives you dedicated time to work through a specific issue — whether it's evaluating a settlement offer, understanding a retirement account, or deciding whether to keep the house.
Best for someone with a focused question who doesn't yet need a comprehensive plan.
$250 per hour
Billed in one-hour increments.
02
Comprehensive Financial Planning
For a complete picture and a clear roadmap.
A thorough, personalized financial plan that brings your entire financial life into focus. We'll work through your full picture together and develop a prioritized roadmap you can actually follow.
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.
Starting at $4,500
Final fee determined based on complexity and scope.
03
Comprehensive Wealth Management
For an ongoing advisor relationship.
An ongoing partnership that combines comprehensive financial planning with investment management and continuous support. As your life changes, your plan evolves with it. I handle the implementation, monitor your investments, and remain available as questions 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. Comprehensive financial planning is included.
Not sure which is right for you?
You don't need to decide before we meet. Our first conversation is an opportunity to understand what you're navigating and determine what level of support makes the most sense. There's no obligation and no pressure.