OUR PROCESS
ENGAGE
Set up a free 15-minute call to discuss your goals and see if we're a good fit. No sales. No pressure.
DISCOVER
If you choose to get started, we'll learn about your goals and gather your planning details in our secure portal.
DELIVER & SUPPORT
We'll present your plan to help you visualize your future. Need more help? We're here as life evolves.
HOLISTIC WEALTH & HEALTH PLANNING
What's Included:
Values-based financial plan (retirement, tax, investments, insurance)
Guided workbook to help you identify your values and shape your mindset for growth
Personalized workout & nutrition plan + Function Health membership ($499 value)
Ongoing tax planning
Estate plan (with trusted digital partners)
$4,000
Need a complete roadmap but not ongoing support?
Our One-Time Plan delivers a comprehensive financial + health plan over 4–6 months.
$350/month
Want to have continuous long-term support and an on-call financial advisor? Let's build a long-term relationship!
HOURLY PLANNING
$250 per hour
Get expert guidance exactly when you need it, without long-term obligations
OPTIONAL ADD-ONS
Tax Preparation
Personal 1040 - $400
Personal 1040 + Schedule C - $600
Additional schedules/business returns priced separately
Bookkeeping
Starting at $300/month (scope-based tiers)
*If you are a veteran, active-duty military, police officer, or fireman, please reach out for discounts on planning needs. We appreciate you!
WHY ADVICE-ONLY?
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Accessibility: Financial advice should be for everyone. This model means even those with smaller savings or just starting out can afford expert advice.
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Custom Fit: Everyone's financial situation is different. You can choose exactly how much advice you need, whether it's for a one-time decision or ongoing guidance.
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Purely in Your Interest: We don't sell products or manage your investments, so our advice is solely focused on what's best for you.
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Educational: Instead of just doing things for you, we teach you how to manage your money. This means you're learning with every session.
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Your Call: You have complete control over your financial decisions. Use our advice however you see fit, or take it to another professional for action.
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Economical Over Time: Over years, paying a flat monthly subscription or just for hours can be less than the traditional percentage fees, especially if your investments grow.
This model isn't for everyone, but if you want a clear, empowering approach to financial planning where you're in the driver's seat, this could be the way to go. If you're interested or have questions, feel free to schedule a complimentary 15-minute intro call here!
