Friendly, flexible and always fee-only.

My firm provides financial planning in which you use your money to increase your sense of financial well-being and life satisfaction. We focus on your business and money serving the life you need and want now, as well as the life you want and need in the future.

This comprehensive care model involves a much more hands on approach for those with complex financial lives and a need for more in-depth management and accountability.

The cost for this service is based on total gross income and/or total business revenue. This service has three tiers

●      Tier 1 – $0 – $250,000 in income has a minimum cost of $6,000 annually

●      Tier 2 – $250,001 – $500,000 in income has a minimum cost of $8,000 annually

●      Tier 3 – $500,001 and above in income has a minimum cost of $10,000 annually

Pricing is designed to facilitate great client outcomes and to avoid conflicts of interest. Costs may be adjusted if there are added complexities such as having multiple entities (LLC, S-Corp, B-Corp, Partnership, etc.), owning multiple real estate properties, stock options, etc. Additionally, my goal is always to provide value greatly in excess of your investment.

Check out the Process tab to get an overview of how the process works and the benefits of each step.

• Comprehensive Care Process

  Managing, improving and capturing opportunities within your financial life

  Comprehensive Care Process

  The comprehensive care model is a collaborative approach that helps bring order to your financial life. We will creates a space where you can get excited about and take action towards the life you want.  We work together to anticipate your life changes and financially prepare for them by regularly assessing any transitions that might come. We creating the action plan necessary to address and manage them ahead of time.

  During the first year, we usually meet between six to eight times and then quarterly or semi-annually following, depending on what’s going on in your life. The meetings last an hour to an hour and a half, and the first three typically happen within three to four weeks of each other.  However, we adjust to whatever pace suits you. The following is an overview of what you’ll experience.

  1. Vision Meeting: We dig deep into what matters to you most and how your money can serve you to that end. You dream big and put all of your hopes and ideas on the table. We then create a vision of your business and your life with everything as you want it to be. We also prioritize your goals to help bring that dream to fruition.
  2. Organization and Obstacles Meeting: We assess where you are now by bringing your entire financial life into one place.  We review and discuss your assets and liabilities, as well as your current income and expenses for both your business and personal finances. This meeting will also explore what obstacles might get in your way and tackle them head on
  3. Knowledge Development Meeting: We develop a thoughtful, intentional process for how you can use financial planning techniques to build the choice and opportunity you want in your present life and fund your future wants and needs. We focus on habits and automation to ensure that you stick to your planning.
  4. Execution Meeting: With the energy and inspiration of your ideal life, as well as your initial financial plan in place, we work together to help you bring your vision to life as quickly as possible. We check in on the system we’ve set up for you. We review questions on implementation, assess your progress and give you direction where to go from here.
  5. Check-In Meetings (If necessary): After the execution phase kicks in, we will check in on your progress, and I’ll be there to help you if you go off course or something changes.
  6. Annual Renewal Meeting:  We review your progress with the implementation of your tasks and discuss your continued need for ongoing support and next steps as we go into each new year of planning.

  This service also includes:

  • Notes and easily digestible planning materials after every meeting.
  • 24-7 access to your client portal to help keep all aspects of your life in one place.
  • Discounted tax preparation and bookkeeping.
  • In-depth tax planning regarding what you can and cannot deduct, when and how much to pay in quarterly estimated taxes, and the most efficient timing of your expenses.
  • Collaboration with other professionals to ensure comprehensive planning.
  • Unlimited email support from me whenever questions arise.

  Schedule an appointment to find out if this service is right for you.

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Sound valuable to you? Contact me.