Our planning process puts you at the center of everything we do.

Comprehensive Financial Plan

We partner with DIY investors for a four-month, flat-fee planning engagement. Over the four months, we meet 5-6 times to craft your unique financial plan. The flat fee for four months of working together is $4,000. All fees are paid monthly in arrears.

Following the four-month engagement, we will meet as needed on an hourly basis to review your plan and address any questions that may arise. The hourly rate is $250.

There is no ongoing subscription fee associated with working together.

What is included in the four month engagement?

  • Money Mindset

    Every engagement starts with an assessment of your money mindset to help understand your unique relationship with money.

  • Expert Analysis

    You will receive more than 20 hours of expert planning and analysis.

  • Planning Sessions

    We will meet 5-6 times for one hour to craft your plan. After every meeting, you will receive a summary planning document.

  • Financial Planning Dashboard

    Together, we will create your personalized financial planning dashboard. We will use this tool to run scenarios and pressure test your plan.

  • Spending Plan Tool

    You will have sponsored access to a spending plan tool called Monarch Money for ten months to provide you with insight into your saving and spending trends.

  • Email Support

    We will communicate regularly throughout your four-month planning engagement. The comprehensive plan includes unlimited email support in addition to your scheduled planning sessions.

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.

At the end of our 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