One-Time Financial Plan

One-Time Financial Plan:  For those clients who don't need help managing their investments, we offer standalone financial planning services. Our flat-fee financial plan helps you focus on developing your personal goals while providing a path to achieving them.

We start by helping you figure out what you actually want out of life. From there, we evaluate your current financial situation and help you determine the best ways to allocate your resources toward your goals. This is a one-time, in-depth review of your entire financial life, and may include discussions around non-financial topics that have an indirect impact on your finances. To provide the best outcomes, clients must be open to sharing the facts and context needed to build an accurate, complete picture.

Each situation is different, but we typically start with a full inventory of your finances. From there, we review your spending plan, savings and investment strategy, debt management, and risk management and insurance needs. We then explore retirement planning, legacy and estate planning, tax planning, education planning, and more, culminating in a single financial plan built around your goals.

One-time financial planning fees range from $3,900 to $10,000, depending on the complexity of your financial situation.

Project-Based Plan:  Clients who come to us for project-based planning are typically looking for reassurance and confirmation that the decisions they're making or the assumptions they're using are reasonable. Topics can range from a retirement plan checkup to college planning, student loan management, and more.

Project-based planning is a focused engagement scoped to a specific question or decision, rather than a full review of your financial life. Most project-based planning is billed hourly, starting at $500/hour.