Services

Prescriptive Financial Plan

Created for early- to mid-career professionals who are ready to start (or update) their investments and get confident with their spending plan. We’ll start by dreaming of your vision of your ideal future. From there we’ll work to review and plan for:

• Spending & Savings
  
• Investment Strategy
• Student Loan Repayment Plan
• Home Purchase Budget
  
• Insurance (life, disability, home, and car)
  
• Current year tax plan (have you paid enough? Will you get a refund?)
  
• Estate Planning & Creditor Protection
  
• Charitable giving plans

The heart of financial planning is about using your money to support what’s important to you. You'll walk away with a defined financial vision, a list of next steps, and guidance to make sure you have what you need to get things done. You'll have three months of free email support after your final meeting.

$3,000

Proactive Financial Planning

Available after Completion of Prescriptive Plan

Ongoing advice to address all the areas of life your money touches. We'll go deeper toward financial wellbeing, refreshing your financial vision and continually improving your financial plan. In addition to regular updates of your prescriptive plan, we'll cover:

• Open enrollment (benefits) advice
  
• Multi-year tax saving plans
• Plan changes for mid-term goals
• Investment updates
  
• Optional single-point contact between your tax preparer, attorney, and other professionals
• Tax withholding review for irregular income
• Monthly focus topic for optimal financial wellbeing
  

This is not your parents' financial advisor experience. A modern app, custom video responses, and an accountability portal are all designed so you feel supported along your wealth building journey.

$3,600 / year

Additional complexity fee of $300 / quarter for those approaching retirement or with additional complexity to their financial plan, for example rental properties or business owners.