Please note that we are generally not accepting new one-time planning clients at this time.
Overwhelmed by all the moving parts in your financial life?Afraid you’re missing opportunities?Want to create a strategy that gives you confidence in each decision you make?A one-time comprehensive plan can give you that clarity and confidence.
Over the course of 5 meetings, we start with creating a vision of your Ideal Life. We take our time to flesh that out, to get you excited about what your life will be like.
Our work together culminates with a written plan we create together. This plan reviews all important aspects of your financial life, from insurance to investments to cash flow to company stock. We leave you with a list of specific steps you can do to achieve that Ideal Life, cultivating resilience and planning for opportunities along the way.
The cost of a one-time financial plan starts at $6000. In order to align cost with the value you’ll receive, your specific fee is based on the complexity of your financial situation. Some common examples of complexity are stock compensation, couple vs. single, multiple investment accounts, and rental real estate. But surprise me with your very uniquely complex life!
I will send you a quote for our work together after our free consultation.