Financial planning advice à la carte.
Choose 1-2 basic services from our "menu" below.
When you're ready to order, schedule a "Let's Meet" appointment at the bottom of the page.
NOTE: One-Price Advice is a basic-level service; complex situations for only 1-2 financial topics will require a Custom Consultation. One-Price Advice can be upgraded to Comprehensive Wealth Mode Planning within 30 days after receiving services. Your payment for One-Price Advice will be credited toward the upfront fee for Comprehensive Planning.
Cash-Flow Coaching - $149
Having an awareness and control of where your money goes is the first step to living in Wealth Mode. Let's clarify what you value most in life and set up a budget and cash-flow plan to match it. We'll meet once per month for three months to make sure you're staying on track in your new "Wealth Mode" mindset.
Debt Elimination Plan - $199
Let's come up with a strategy to control the debt in your life! We'll figure out how to eliminate high-interest credit card debt as soon as possible. With other debt like car loans, your mortgage, or home equity, we'll discuss the best way for you to manage it.
Student Loans Consultation - $199
Student loans can be the bane of your financial future if you don't choose the best strategy for your situation. Let's discuss the pros and cons of entering into an income-based repayment plan and see if refinancing or some other option is right for you.
College Savings Consultation - $199
You can never start saving too early to partially or completely fund your children's future college education. There are several types of accounts or strategies you might use to provide the generous gift of higher education.
Buy-a-Home Consultation - $249
Purchasing a home is a big decision. I'll help you figure out saving for a sufficient down payment, home loan type, purchase price, mortgage payment, tax benefits, and project your future homeowner budget. Then you'll know you're making a decision that's best for all the financial goals you have.
Insurance Review - $249
Are you spending too much or too little on insurance coverage? I don't sell insurance, so I can give an unbiased opinion. I'll help you find the policies you need or make changes to your existing coverage.
Income Tax Review - $299
The taxman cometh! Let me review your last 1-2 tax returns and do a projection on your upcoming return. I'll identify any tax savings opportunities you might have now and in the future. Keep more of your money and give less to Uncle Sam.
Employee Benefits Analysis - $299
Are you unsure if you're getting the most out of your current benefits program at work? Or did you just change jobs and get the textbook-sized benefits packet from HR? All the choices you have to make can be dizzying - health & dental insurance options, life insurance, 401k fund choices, and how much you're going to contribute to your 401k. Maybe you just want to actually understand for the first time what it all means. Let's go over it and make it clear for you.
Investment Advice and Retirement Plan - $349
Retirement's not going to save for itself, and neither will your other long-term goals. This advice package will provide you with a review of all your current investments, a projection of how well you're investing for the future, and a plan of action steps to create an optimized investment strategy.
TWO-TOPIC SPECIAL: Bundle together two of the services above and get 20% off the total price of your service.
All-in-One Financial Plan - $499
Get all of the above services for one consolidated price! Let a professional look at your situation inside and out and give you a list of financial action items to do right now, and instructions on how to handle things in the future. On every part of your financial life. You'll get recommendations that will save you a lot of money and improve the trajectory of your wealth.