NOT JUST ADVICE, BUT A FINANCIAL PLANNING EXPERIENCE.
Comprehensive, ongoing advice with a CERTIFIED FINANCIAL PLANNER™
We begin by creating your Initial Financial plan by going through The WEALTH MODE Process.
This is a series of four meetings designed to start with your Why - your goals and reasons for wanting to build and sustain wealth - and conclude with actionable steps to begin Executing those objectives.
After we finish creating your upfront plan, you will enter ongoing services based on a 12-month forward looking service calendar that is recreated annually.
3-4 meetings per year with your advisor
Affordable monthly billing instead of large fees once or twice a year
Priced to your level of need (income, net worth, complexity, etc.), not on amount of assets
Open access via email/text for any financial questions or issues
Appointments available on weeknights and weekends
Video call meetings for convenience (no need to commute or find a babysitter!)
No asset minimums - can work with anyone!
Ongoing accountability, implementation, and follow-up in getting financial tasks done
Investment management at extremely low additional cost; otherwise, implement trades and investment instructions on your own
PRICING: CUSTOMIZED TO FIT YOUR NEEDS
There is an upfront cost of service for the initial four meetings. 50% is paid in advance, 50% at the completion of your Initial Financial Plan.
After that, you begin an ongoing cost of service billed on a monthly basis.
Everything is priced upfront and is designed to be affordable and appropriate for your needs and the complexity of your situation.
$499 - 3,000
$70 - 400
Here are some examples of clients I work with and the cost of their service. These are meant to be guidelines and not guarantees - each person is quoted individually following an initial consultation.
Recent College Graduate
- $55,000/year income
- 401(k) and Work Benefits
- Student Loan Debt
$499 upfront + $75 monthly
Young Professional with Kids
- $130,000/year income
- Spouse at home
- College Savings Goals
$1,249 upfront + $139 monthly
- $175,000/year income
- Stock Options
- Own home and a vacation home/investment property
- Both have employer benefits that need to be coordinated
$1,749 upfront + $199 monthly
Business Owner with Family
- $250,000/year income
- Business owner / self-employed
- Multiple children
- Significant taxable investments, illiquid property, or wealth tied up in business
$2,499 upfront + $349 monthly
Ready for your free, no-commitment meeting?