One-Time Comprehensive Financial Plan

Four meetings. Action steps to reach your goals. What are you waiting for?

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.

How Does It Work?

Over the course of 4 meetings, we start with understanding what is important to you and what life you want to lead.

Our work together culminates with a plan we create together. This plan reviews all important aspects of your financial life, highlights where you are now, where you want to go, and personal tools you’ll use to get there. The plan also provides a list of specific, narrowly defined steps to get you to that future.

What does it cost?

The cost of a one-time financial plan starts at $5000. 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.

Does your life change All. The. Time.?

Wouldn’t it be nice to have financial guidance at every step?

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