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Our personal services, from budget coaching to portfolio management and comprehensive planning, enable you to effectively harness the power of your money.

  1. Learn how to consistently achieve your financial goals, create clarity, and align your dollars with your intentions. $500 for the first month and $200/month for the following 4 months. Our Foundations Budget Coaching is our most popular service and a wonderful starting place for most clients.

    • Personalized budget-coaching sessions spaced out over a 4 month period.
    • Learn how to command your cash in an effective and empowering way.
    • Develop a personalized strategy for debt attack and your savings goals.
    • Discover how to think and communicate about money in a positive, productive way.
    • Have consistent, non-judgmental accountability.

    Available for those who have at least 2 months of income in checking/savings

  2. Get answers, perspective, and advice that you can put into practice right away. Ideal for those who are ready with goals in mind and need help planning how best to accomplish them. $350/hr, 90-minute minimum for your first meeting.

    • Get clear answers on subjects like retirement, investments, college planning, small business setup, real estate purchases, insurance, and more.
    • We will provide you with a list of specific, realistic action steps to be implemented on your timeline.
      Ideal for answering 1-2 targeted planning subjects per 90-minute session.
    • No ongoing commitment or investment management required.

    For specific investment plans, we recommend our comprehensive planning services.

  3. This is an in-depth overhaul of every aspect of your financial ecosystem. Comprehensive planning allows you to make the most of your money and achieve your long-term goals, with access to all of our other services and no hourly cap for advising. There is a $500,000 investable minimum for this service.

    Pricing tiers:

    • 500k-1M = 1% ongoing management fee
    • 1-2M = .85%
    • 2-5M = .75%
    • 5M-up = .65%

    • This is an all-inclusive service for clients with larger amounts to invest and a desire for an ongoing relationship with a financial planner.
    • A dynamic financial plan that allows for a change of mind or circumstance.
    • State-of-the-art investment management services utilizing low-cost ETFs.
    • Access to sophisticated financial planning and modeling software.
    • In-depth budget coaching for your personal life and/or small business included.
    • Unlimited access to meet with your planner whenever you encounter big decisions, or have questions or concerns.
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