Our advice-only financial planning process puts you at the center.

  • Money Mindset

    We start with an online assessment and conversation to help understand your unique relationship to money.

  • Set Your Goals

    Next we identify short, medium, and long term goals that become the north stars of your plan.

  • Create a Plan

    Then we begin the process of crafting your tailored financial plan.

  • Put It In Action

    Finally, we work together to bring your plan to life!

  • In your first meeting we will review the results of your financial perspectives assessment. During this discussion, we will gain better insight into how your history with finances informs your relationship with money today.

  • At the start of our work together, we will begin the process of defining your short-, medium- and long-term goals. During each of your meetings, we review and refine these goals. By keeping these at the center of every discussion, we will be able to shape your plan to support your vision for success. We refer to these goals collectively as your north stars throughout the planning process.

  • A financial plan is an iterative exercise and not something that is set in stone. Throughout our time together, we will build the foundation of your plan while allowing for flexibility when life changes occur. You will have access to an online spending plan tool and a financial planning dashboard that enables the construction of a dynamic plan.

  • At the end of each of our meetings, you will leave with action items to refine the various pieces of your financial life. The culmination of our work together will be the peace of mind that comes from knowing you have reviewed all the elements of your financial life and made the necessary adjustments to ensure your financial health is on track.

At the end of our four-month engagement, you will have:

✔ Actionable financial planning, investment, and tax strategies you can implement to optimize your financial life

✔ Short-term, medium-term, and long-term goals identified

✔ A greater sense of financial health

How we communicate during our work together:

🖥 Videoconference - Meetings are conducted via Google Meet. I am also happy to meet in person with clients in the greater Houston area.

📧 Email - Outside of meetings, we communicate primarily through email. I aim to return all emails within one business day.

Tools & Tech you will have access to:

Right Capital – This is the financial planning dashboard we will use to organize your financial life and run financial planning scenarios.

Monarch Money – This spend plan tool will give you better visibility into your cash flow.

The flat fee for four months of working together is $3,600. We will meet at least 3-5 times during this period to build your financial plan.

Following the initial four-month engagement, we will meet on an hourly basis as needed. The hourly rate is $250.

All fees will be paid monthly in arrears.

Invest In Your Financial Health