Overview of Services
I offer three services: two one-time financial plans/projects and an ongoing financial wellness program. Please see below for details and comparisons. Hourly planning is also offered for clients who have a special one-time project or a financial question at the rate of $260/hour.
1. Financial Foundation Plan (one-time)
- A 3-page plan that builds a foundation for a healthy financial life
- Flat fee price: $999 - $1,999
- Timing: Typically completed over 2-3 weeks
Best For...
Early-to-mid career Individuals and families, who are interested in...
- better organizing and managing their finances
- achieving short-term financial goals
- building wealth
2. Comprehensive Life Plan (one-time)
- Including elements of the Financial Foundation Plan, this plan also addresses major life goals, usually with a focus on retirement
- Flat fee price: $2,499-$5,999, depending on complexity
- Timing: Typically completed over 4-6 weeks
Best For...
Pre-retirees / Mid-to-late career individuals and families interested in...
- planning for major life goals, such as retirement, a major purchase, legacy planning, etc.
- Includes projections, probabilities and what-if planning
3. Financial Wellness Program (ongoing)
- Ongoing program to help you live your best financial life
- Price: $99-$499/month, depending on complexity. Discounts available for upfront, annual payments
- Timing: Ongoing program
Best For...
- Anyone looking for ongoing professional financial advice, education and decision support
- NOTE: requires prior completion of a Financial Foundation Plan or a Comprehensive Life Plan
What's Included... |
(One-Time)Financial Foundation
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(One-Time)Comprehensive Life
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(Ongoing)Financial Wellness
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Scorecard across 7 financial domains with comparison to peers(Net worth, Budgeting & Saving, Investing, Insurance, Retirement, Tax and Estate Planning) |
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Personalized recommendations and steps to achieve short term goals(Budgeting & saving for car/vacation/graduate school, how to build wealth, etc.) |
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Comprehensive financial analysis and review(includes investment portfolio, insurance, retirement, tax and estate planning reviews) |
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Personalized recommendations and steps to achieve key life goals(Defined by the client, but typically includes retirement, major purchase(s) and legacy planning) |
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Financial Projections for achieving key life goals(Includes probability analysis and ”what-if” planning for retirement and other key life goals) |
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Annual Plan Review and Refresh(A complete review, including updates and adjustments to your financial plan) |
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Pro-active Quarterly Check-Ins(Your advisor will reach out to you quarterly to discuss relevant financial topics, including, for example, goal planning-Q1, tax prep-Q2, investment review-Q3, end-of-year healthcare choices and tax planning-Q4) |
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Year-round Priority Access to your financial advisor(Ongoing decision support and recommendations for questions that arise) |
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24/7 Access to Client Dashboard / Online Financial Portal(Professional financial planning software that allows you to view your account, track progress, analyze trade-offs and make updates as needed) |
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