Service and Fees
Fee Options
Ongoing Financial Planning
$3,000 over 12 months
An ongoing planning relationship for individuals or households who want thoughtful guidance, coordination, and accountability throughout the year.
This package includes:
- One initial data organization and goal-setting meeting
- Four one-hour quarterly planning meetings over a 12-month period
- Personalized access to your financial portal (eMoney)
- A clear, easy-to-follow financial plan, maintained in your eMoney portal and updated as decisions are made
Hourly Financial Planning
$225/hour
If you have a few specific questions and don’t need a full financial plan, we offer an option for you to still receive personalized advice and guidance with hourly financial planning. This flexible approach allows you to focus on the financial topics that matter most to you—whether that’s retirement planning, tax considerations, investment decisions, or evaluating a major financial choice. You’ll receive objective, advice-only guidance tailored to your situation without committing to an ongoing planning relationship.
Our Services
We work with individuals and families at all stages of life, including professionals, pre-retirees, and retirees. Our financial planning services include:
Cash Flow & Debt Management
Understand where your money is going, identify surpluses or deficits, and receive clear guidance on saving, spending, and debt prioritization.
Retirement Planning
Whether you’re decades away or already retired, we’ll help you determine when you can retire, how much you’ll need, and the best withdrawal strategy to sustain your lifestyle.
Tax Planning Strategies
Minimize taxes with strategic advice on tax-efficient accounts and investments. While we don’t prepare returns, we collaborate with your CPA or refer professionals as needed.
Investment Analysis
Get portfolio recommendations that align with your goals and risk tolerance. We help you understand asset allocation and fund options, including ETFs and mutual funds.
College Planning
Plan for education expenses with clear savings strategies and financial aid insights. We’ll help you evaluate the best way to support your children or grandchildren.
Risk Management & Insurance Review
Evaluate your current coverage (life, disability, long-term care, home, auto) to ensure you’re protected from unexpected events—without overpaying.
Estate Planning Guidance
We review wills, trusts, powers of attorney, and more. While we don’t draft documents, we can coordinate with your attorney and recommend trusted professionals.
Employee Benefits Optimization
Maximize the value of your workplace benefits, from retirement plans to insurance offerings, and understand which options fit your goals.
Values-Based Financial Planning
Inspired by behavioral finance principles, our approach encourages deeper reflection around your money beliefs and life purpose. Your goals lead the way—our advice helps you get there.
Start with a Free Intro Call
Schedule a free 30-minute intro call to talk through your goals, ask questions, and learn how advice-only financial planning works. It’s a relaxed, no-pressure conversation designed to help you understand your options and see whether working together would be a good fit.