Clear Plans. Transparent Pricing.
No Surprises.
I believe you should know exactly what you’re getting and what it costs before we ever talk. Here’s how I work.
What’s Included — Across All Tiers
Comprehensive Financial Plan
Built around your full picture
Investment Management
Ongoing portfolio optimization
Asset Location
Not just how it’s invested, but where
Tax Planning
Proactive tax efficiency
Insurance Review
Coverage aligned to your needs
Secure Client Portal
24/7 access to your plan
Plans That Scale With Your Life
- 3 planning meetings per year
- Annual tax review & year-end optimization
- Cash flow & retirement projections
- Investment management & rebalancing
- Insurance & estate basics review
- 48-hour email response time
- 4 planning meetings per year
- Multi-year tax projection modeling
- Roth conversion ladder analysis
- Equity comp exercise/sell strategy
- Direct indexing & 401(k) management
- Business retirement plan optimization
- 24-hour email response time
- 6 planning meetings per year
- Full entity-level tax optimization
- Estate & succession planning
- CPA & attorney coordination
- Buy-sell & key person analysis
- Advanced trust strategy modeling
- Same-day email response
Not sure which tier fits? Let's figure it out together.
Not Ready for Ongoing Planning?
Investment Management Only
If you already have a financial plan and just need professional investment management, I offer a standalone option based on assets under management. Fees start at 1.00% annually for portfolios under $500K, with breakpoints at higher levels.
Schedule a Call to DiscussOne-Time Financial Plan
Need direction but not ready for ongoing planning? I offer standalone financial plans — Starting at $2,500 → Custom pricing based on complexity.
You’ll get a comprehensive roadmap for your financial situation without the ongoing commitment. Perfect for DIY investors who want expert guidance upfront, or for those who are in need of a plan, but aren’t quite ready for an ongoing relationship just yet.
Learn More About One-Time PlansWhy Subscription Pricing?
Alignment
Subscription fees mean my incentive is to give you the best advice, not to gather more assets. I’m paid for planning and strategy, not for selling products.
Accessibility
AUM-based pricing tends to penalize people early in their wealth-building journey. Subscription pricing means you get the same level of service whether you have $50K or $5M invested.
Transparency
You know exactly what you’re paying. No hidden fees, no percentage surprises as your portfolio grows.
Ready to Get Started?
The first step is a discovery call. No commitment, no pressure.