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!
We have partnered with Function Health, a service co-founded by Dr. Mark Hyman, to provide every client with a complimentary one-year membership.
Function Health gives you access to over 100 lab tests annually through two testing sessions per year. These comprehensive tests cover heart health, hormones, thyroid function, cancer markers, essential nutrients, and more. You'll receive personalized insights from medical professionals and can track your health markers over time to see real progress.
More information:
We believe your physical health is fundamental to your long-term financial wellness, which is why we include one year of Function Health and nutrition and exercise plans. Of course, if you prefer to focus solely on financial planning, that option is available as well.
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!
