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Life-Focused Financial Planning
Let me help you rewrite your money story. If you're like most people, your financial decisions are informed by your past. That's where my planning process begins, followed by identifying your life goals and reframing how you think about your finances. From there, we'll work together to connect your money to your life and develop a plan of action aligned to what's most important to you.
Why Take a Life-Focused Approach
to Financial Planning?
Traditional financial planning tends to cover only money-related topics. While analyzing your cash flow, investments, taxes and retirement readiness is important, what typically gets left out is you.
The numbers won't matter if your plan fails to take into account your key values and life goals.
While we'll definitely do a deep dive into your finances, my approach begins by helping you focus on the "why" behind your money.
Flexible Planning Options
Based on Your Needs
Whether you're interested in a comprehensive financial planning engagement or you're a do-it-yourselfer just wanting advice on a project basis, I've got you covered.
Comprehensive Financial Planning
We'll look at each aspect of your values, goals and finances over four in-person and/or virtual meetings to make sure you're not overwhelmed by information. During this engagement, we'll prioritize and focus on the most relevant and timely topics in your life. You'll receive a written financial plan with actionable steps to complete along with support to implement them.
And because life happens and your needs change, you'll have the option after the first year to engage in ongoing financial planning to keep you on track. This includes annual goal-setting and progress reviews, financial plan updates, support through life's big changes, investment management and advice as needed.
What's Included in Your Plan
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Pricing
The fee for the initial comprehensive financial planning engagement starts at $4,000, based on your income, assets and overall complexity. You can choose monthly or quarterly payments. After the first year, you have the option to renew our planning engagement for an ongoing annual fee.
Financial planning is included for clients with $350,000+ in investable assets for an annual asset-based fee between 0.60% - 1.25% of the total account balance.
Schedule an introductory call for an estimate on the number of hours needed to address your financial topic at my firm's hourly rate.