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Helping clients curate their ideal financial picture
OUR SERVICES
Our planning is provided over a long-term relationship of ongoing care, weaving together all elements of your personal finances. Investment management services are also available.
True financial planning is an ever-evolving, ongoing pursuit. Our financial planning is delivered through a series of working sessions in a well-ordered approach to thoroughly explore various topics, in an undaunting style.
Envision this: collaborative meetings, a consultative thinking partner, and proactively making progress along the way. What not to expect: walking away from a one-time meeting with a giant stack of spreadsheets you probably won’t ever look at.
Our clients are typically established (and blossoming!) professionals navigating their career journey who aspire towards good stewardship of their financial resources, and seek guidance accomplishing goals like this:
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Intentionally employ a holistic perspective to income, saving, and living – balancing both the near-term and long-time horizon.
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Connect the dots on how compensation changes and benefit programs layer into their financial puzzle.
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Explore strategies that integrate tax considerations into the mix.
OUR CLIENTS
Our life-centered, values-based, holistic approach is valuable for clients who want a thinking partner alongside them to help consider ways to optimize opportunities, or deal with obstacles when life gets messy. Clarifying values and intentionality goes a long way in curating a well-rounded financial picture.
PLANNING FEES
FIXED FEE STRUCTURE
Financial planning fees are structured as fixed amounts determined based on your financial situation and complexity – this includes your stage in your financial life, your income and net worth, and the complexity of the moving parts (e.g., compensation from equity awards, or proximity to retirement).
Annual fees start at $6,000 for typical financial planning engagements.
Early Bird Special! For rising young professionals who are earlier in their career and wealth-building journey, with less complexity in their lives, collaborative engagements are available. Fees for rising young professionals are tiered based on income level, starting at $1500. Engagements are appropriate for professionals who are under 40, have access to an employer-sponsored retirement plan like a 401(k), and possess enthusiasm to secure their financial foundation. If you’re even thinking about it, trust your gut that it’s a good idea to invest time and attention today for tools to build tomorrow’s success story.
SAMPLE FEES
Sample client: A mid-career professional whose goals include navigating financial decisions and strategies common at their current stage of the financial journey, with current compensation of $180k and a net worth of $800k. Example fee: $6,000 annually
Sample client: A late-career executive facing major decisions, such as evaluating departure scenarios and/or positioning for retirement within 5 years, with current compensation of $400k and a net worth of $3.5M. Example fee: $18,000 annually
NO PRODUCT SALES
“Fee-Only” financial planners provide services to clients without any influence or obligation to promote specific products or services. In other words, we do not receive sales commissions or incentives for financial products. This means we provide advice that is in the best interest of our clients.