Get a financial plan that prioritizes your priorities.

We will take the time to listen to what’s important to you and understand your needs. Then drawing upon a broader perspective and financial expertise, We tailor your financial plan to fit your priorities and goals. From planning to implementation, our recommendations always follow a fiduciary standard, so we act in your best interests, not ours. We will be transparent about what our planning services will, and will not include, so you’ll know exactly what you’re getting upfront. And when it comes to the cost of our services, I’ll let you know upfront about that, too.

Infographic of a pyramid divided into 4 parts surrounded by circular arrows
Here's how I’ll build your personalized plan:

  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. And as your priorities change throughout your life, I'll shift the financial strategies in your plan, too. So your plan always stays flexible, and you stay on track to consistently meet goal after goal.

How We Get Paid

Fee-Based Planning

$1,500 - $7,500 depending on the complexity of the plan*1

  • Customized financial plan based on your personal goals, concerns, and objectives with modeling, strategies, and recommendations.
  • Investment strategies, portfolio analysis, and risk management analysis
  • Financial coaching and educational opportunities
  • Annual check-in meeting where we review and track progress on your original plan.
  • You are responsible for implementing our recommendations.

Advisory Relationship

Percentage of the assets that We oversee and/or Commission on insurance products

  • Customized financial plan based on your personal goals, concerns, and objectives with modeling, strategies, and recommendations.
  • Investment strategies, portfolio analysis, and risk management analysis
  • Financial coaching and educational opportunities
  • Ongoing virtual and/or in person meetings
  • Combined household management fee (applicable to immediate family members)
  • 24/7 online access to view accounts in real time