What I offer

I provide ongoing tax-efficient financial planning and investment management.

How it works

Everything starts with the Initial Financial Plan. This process takes anywhere from two to three months and is covered across five meetings. The first two meetings are free. This provides time to assess the mutual fit and provide a clear and fair flat fee quote.

With the Initial Financial Plan complete, we are ready to implement the plan and monitor on an ongoing basis. A normal year will have two dedicated meetings and four quarterly check-ins to keep your plan up to date and monitor progress towards your goals. This service includes professional investment management of assets custodied at Charles Schwab.

How much it costs

Ongoing financial planning and investment management typically costs $7,000 per year. This ranges up or down depending on complexity. Complexity factors include single vs. married, number of dependents, years till retirement, small business ownership, rental property, equity compensation and more. I will always have a flat fee quote for you by the end of our second meeting and before we sign any agreements.

Other services

Tax Preparation

I am proud to offer tax preparation services. If you already have a tax preparer, I am always happy to work closely with them to implement our plan. This service is offered on a stand-alone basis and clients will be contacted at the start of each year if they would like to utilize this service. The fee for tax preparation is typically between $250 and $2,000 depending on complexity.

Project Based Financial Plans

More of a DIY-er? Not a problem. We can always work on a project-based basis. The engagement will mirror the "Initial Planning Process" above. The only exception is that following the Plan Delivery, you will be on your own to implement and monitor the plan. Depending on complexity, the project-based plan typically costs $2,500 and takes roughly 8 weeks to complete.

Next Steps

• Learn more About Me ✔

• Review my Services and Fees ✔

• Stay in the loop by signing up for my Newsletter

• Check out my approach to finances in my Blogs and Videos

• Ready to meet? Schedule a free Intro Meeting