I cover every major aspect of your financial life

NO MORE WORRYING ABOUT WHETHER OR NOT YOU ARE MAKING THE RIGHT DECISIONS.

Now, is the time to plan to

R

Risk management

E

Expense management

T

Tax planning

I

Investments

R

Retirement

E

Estate planning

By addressing each area, this is how i can help you protect + grow your wealth

WealthPlan Premium FEES

For a single person, the minimum fee is $5,000 per year.

For a couple, the minimum fee is $7,000 per year.

For business owners, the minimum fee is $9,600 per year.

There is a one-time setup fee for new clients or former clients who have been away for more than one year. This fee will range between $1,000 and $5,000 and will be deducted from the minimum fee.

This is what we will do during year one

01. Financial Clarity Session

We review your goals, values, and your current financial situation. We clarify your vision, the challenges you may face, and start planning. This process helps you view your money as a tool for reaching your goals.

02. Risk Management

In collaboration with your insurance provider, I help you protect against risks that are unpredictable (e.g., premature death, disability, loss of income). I identify how much cash you should have for emergencies, medical deductibles, long-term care, and short-term unemployment.

03. Expense Management

We review your weekly and monthly cash flow, assessing whether it aligns with your values and vision. If your spending and saving habits lack structure, I help you implement a cashflow system that supports prioritization and communication that is easy to maintain. It’s my goal to help you have freedom money so you can enjoy your hard earned dollars today, while putting money aside for your future.

04. Tax Planning

We can proactively manage your taxes by meeting annually with your CPA, Enrolled Agent, or Tax Preparer to outline a tax plan aligned with your short and long-term goals. We bring financial planning and tax planning together to work towards predictable outcomes when tax time arrives.

05. Investment Recommendations & Implementation

We use your values and goals to create the backbone of your investment structures. We start by teaching our Investments 101, so you’re clear on the basics: introducing how the stock market works, defining stocks and bonds, and explaining why we care about inflation, compound growth, asset location and asset allocation. Then we agree on the structure of your portfolio(s), so that assets are moving you more efficiently towards your long-term goals.

06. Retirement & Special Topics

We can review your retirement plan, compensation plan, college funding, stock options, real estate investing, starting a business, buying a home, career change, or other major life changes.

07. Estate Planning & Charitable Giving

I help you plan for the future by collaborating with an estate planning lawyer to review or implement estate documents (Will, Powers of Attorney, Beneficiary Designations, Advanced Directives and Trusts) that articulate what you want and make it easier for your loved ones to carry out your wishes.

Giving

Charitable giving can fund your most cherished beliefs, open a powerful conversation with your family about financial values, and be a practical aspect of your tax planning. We explore whether annual giving, capital contributions, a Donor Advised Fund or a family foundation could maximize your impact.

SPRING + FALL REVIEW MEETINGS

We meet twice a year to incorporate recent life changes into your plan and celebrate your progress. We review your financial narrative, investments, cash flow, insurance, estate and charitable giving to make sure your financial life continues to reflect your deepest aspirations.

WealthPlan Legacy

This package is designed for clients who are in year 2+ of their planning relationship who wish to downsize from the WealthPlan Premium package.

Clients will maintain access to all of the firms planning tools and will have a set amount of financial planning service hours annually. We will adhere to a bi-annual meeting schedule to make updates and implement changes to the financial plan. A service calendar will be shared with the clients annually. Any additional hours incurred beyond the allotted service hours will be billed separately. Clients will be notified when a request or situational change might trigger additional service hours.

  • For a single person, the minimum fee is $3,900 per year.
  • For a couple, the minimum fee is $4,500 per year.
  • For business owners, the minimum fee is $6,600 per year.

Financial Clarity Session

This is a one-time project-based package to address two or three areas of a client’s finances.

Also, included is the WealthPlan foundational financial planning methodology which covers advice on budget, emergency fund, retirement, and custom savings.

The fixed fee for this service will range from $1,500 to $3,000 depending on the complexity and needs of the client.

What's next?

Let's connect and find out.