A clear, proven path to your financial goals.
It starts with a quick Fit Call, followed by a focused Financial Checkup to build your foundation. From there, you can upgrade to a Comprehensive Plan and—if you want ongoing guidance—roll into Ongoing Planning.

  • Fit Call- Free

    ✅ Quick intro to confirm we’re the right fit
    ✅ Outline our process & next steps
    ✅ No advice provided

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  • Financial Checkup -$1,200

    ✅ Two meetings (Discovery + Clarity)
    ✅ One-page action plan with quick wins
    ✅ Cash-flow & net worth snapshots

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  • Comprehensive Plan- Upgrade $1,600

    ✅ Deeper tax, investment, and insurance analysis
    ✅ Retirement & FI scenarios + “what-if” modeling
    ✅ Estate plan review and recommendations

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  • Ongoing Planning – $300/month

    ✅ Quarterly check-ins + timely tax/benefit touchpoints
    ✅ Portfolio tune-ups & goal tracking
    ✅ Secure client vault & action tracker

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Get Started

Fit Call – Free (20 minutes)

A quick, no-pressure conversation to confirm we’re the right fit for your needs. We’ll briefly discuss your financial priorities, explain how our process works, and outline next steps. This call is purely informational — no financial advice is provided.

Financial Checkup – $1,200

Required first step · 30-day money-back guarantee
A focused 2–4 week engagement with two key meetings:

  • Discovery (60–75 min): Clarify your goals, review your current financial picture, and gather relevant documents.

  • Clarity (60 min): Present your one-page plan with 2–3 high-impact priorities, plus:

    • Cash-flow snapshot (savings rate, spending rate, debt ratio, tax rate)

    • Net worth breakdown (assets, liabilities, net worth)

    • High-level investment, insurance, and estate overview
      Includes 30 days of post-plan email support while you implement.

Comprehensive Plan Upgrade– $1,600

($1,600 upgrade from a financial checkup completed within last 60 days, otherwise $2,800)
A 90-day, deep-dive planning process to create a complete roadmap for your finances:

  • Cash-flow optimization and debt payoff plan

  • Two-year tax projection with Roth strategies and withdrawal sequencing

  • Investment Policy Statement (IPS): asset mix, portfolio, rebalancing, and asset location guidance

  • Insurance needs review (life, disability, health, property & casualty)

  • Estate plan review (beneficiary/titling audit, document checklist)

  • Early retirement / FI forecast

  • Scenario modeling — up to three “what-if” situations

Deliverables: Full written plan, IPS, updated one-page plan, and action tracker.

Ongoing Planning – $300/month

Advice-only · Cancel anytime · Requires a Comprehensive Plan within the last 6 months
Ongoing guidance to keep your plan updated as life and markets change:

  • Quarterly check-ins to review progress, adjust priorities, and run new scenarios

  • Timely touchpoints during benefits season and year-end tax planning

  • Goal tracking & accountability to stay on course

  • Portfolio tune-ups (advice only): rebalancing, tax-loss/gain harvesting, Roth conversions, contribution/withdrawal guidance

  • Secure client hub with shared vault, action tracker, and meeting notes