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Services

There are a few different ways to work with me. For some clients, a single meeting is all they need. Other clients wants a detailed financial plan and regular meetings. This page lists all those options.

If you don't find a plan that fits your needs, email me and we'll work something out. I pride myself on being flexible and making my clients happy.

I know that getting away from work or home to meet with a financial planner is tough. I work virtually, which means most of my meetings are done via phone or video conference during hours that work for you. I work with clients nationwide. If you would prefer to meet in person, I would be happy to arrange a meeting.

For all the plans listed below, my goal is to help you achieve financial success on your own terms.

Comprehensive Financial Planning

Searching for a financial planner who will be with you every step of the way? This is your best option.

I will provide a customized financial plan, update it periodically, and be your on-call advisor.

This plan includes:

  • Modular approach: I deliver your financial plan in small, easy-to-digest portions throughout the year
  • Unlimited access to a Certified Financial Planner ® via email and phone whenever a question arises
  • Quarterly goal-tracking check-ins
  • Annual review of your overall financial situation
  • Online web portal that shows a unified dashboard charting your progress toward each of your financial goals
  • Financial Advocacy: I will join your phone calls with other financial professionals.
  • Add-on Investment management service for an additional cost of .40-.75% of assets under management. No loads or commissions, just a flat fee.

For clients who have already paid for a Quick Start Session within the past 12 months, I subtract that cost from the initial payment for the Comprehensive Financial Planning option.

Cost: $500 - $2,500 initial payment

Cost: $1,200 - $3,000 per year (paid monthly or quarterly)

Quick Start Session

If you have a handful of issues you'd like to tackle, it may be a better value to do a Quick Start session. We can discuss a wider variety of issues and I'll make sure you leave with a clear set of action items you'll need to get on the right path.

Here's what you'll get:

  • Data Gathering session
  • Analysis of your chief concerns (~3-4 hours of my time)
  • A written plan detailing my analysis
  • Action item list with detailed information on what to do

Hourly Financial Planning

Just looking for some quick directions for your financial trek? Perhaps you just need a second opinion on your retirement strategy or an overview of how to start a college savings account, then this option is for you.
Let's chat about your most pressing financial need. Here are some examples of services I can help you with.

  • Reviewing your 401k
  • Developing a savings strategy
  • Setting up a college savings account
  • Creating a SEP IRA for small business owners

Educational Workshops

Financial Wellness is a topic near and dear to my heart. Hire me to deliver an educational workshop to your employees, club, or a group of your closest friends. I can create a workshop specific to your interests or you can choose from my existing workshops.

  • Determining Your Financial Health
  • Getting Your Financial Life Organized
  • College Savings Strategies
  • Social Security Strategies

My fees vary depending on topic, location, and audience size. Please contact me for a specific quote.