You’re the main character in this story.

Let’s get to the next level together.

We are here for the journey with you.

Like any good plan, we start mapping that journey with the end goal in mind.

What does the next level look like for you?

We help you think BIG and design what your greatest life looks like if your money had no limits.

The thing is...Life doesn’t happen in a straight line.

There’s all sorts of twists and turns along the way, and that’s where the value of financial planning services comes in.

Do you have a sensitive issue you need to take care of? That’s what we’ll handle first.

Then, we take a systematic approach to work through all the areas of your finances, including:

Managing your income & cash flow
Financial independence & making "work optional"
Business & tax planning
Investing wisely
Healthcare & Insurance benefits optimization
Establishing short and long-term goals

This initial foundation building is 4-6 weeks. But if you want to move at a different pace, you’re in charge.

Here’s a peek into the process:

INTRO

Initial Consultation

Let’s get to know each other and see what’s top of mind as far as money goes. We’ll talk about what you’re looking for in an advisor, as well as your goals for life, family, and business.

Most importantly, we’ll start creating potential strategies you can use to see results quick. If we decide to work together, you’ll officially become a client!

FOUNDATION-BUILDING MEETING 1

Production

We’ll get your info organized into our systems to start building out each part of your plan.

This is an interactive and collaborative conversation to think BIG and start to visualize your path.

FOUNDATION-BUILDING MEETING 2

Pre-Launch Testing

This step is like beta testing of a game. In between Production and Pre-Launch meetings, I’ll assemble everything we’ve discussed into a draft plan.

We then meet back together here to review it and tweak any new opportunities or issues we see.

FOUNDATION-BUILDING MEETING 3

Plan Launch

Your financial plan is officially ready for launch!

We’ll review everything we’ve covered together and commit to implementing the strategies.

Financial Plan LAUNCH

Ongoing Support

After the initial foundation-building meetings, the fun doesn’t stop. We’re here to support you as you implement the recommendations in your plan.

We’ll meet 2-4 times each year to keep the appropriate strategies in place and update for any new opportunities life throws your way.

We’re also working behind the scenes for you. So we’ll use these meetings to recap the work we do each month in between our time together.

And if you ever want to chat, you can schedule as much time as you need with us outside of our review meetings.

Ready to get to the next level?

Depending on your needs, we offer services bundled and individually.

Here’s how we charge and how services work:

Financial
Planning

Starting at $400 per month + $1,000 one-time onboarding fee

Our financial planning process includes several virtual meetings over the year where we continually assess your goals & priorities to implement the appropriate strategies.

Comprehensive financial planning covers: cash flow, debt management, investments, taxes, financial independence, risk management, and more.

Investment
Management

1% of Assets Under Management

Providing an investment strategy aligned with your ideal life is part of the financial planning process.

If you want us to manage your portfolio, we use a third-party custodian and charge a quarterly fee of 0.25%, which amounts annually to 1%. This means, for every $10,000, the annual cost is $100.

accounting & bookkeeping

Starting at $185 per month

Bookkeeping services include: classifying income and expense transactions, reconciling bank statements, tracking your 1099 contractor payments, and financial reporting on a monthly basis.

Starting at $185 per month, the fees for Bookkeeping services will be determined based on the complexity of your situation, as well as the quality of current recordkeeping, and are agreed upon upfront.

Hourly Financial Planning

We also provide financial planning through an hourly fee structure at a rate of $250 per hour. Hourly Financial Planning is available to help you address specific questions or issues. You can choose any of the above topics to cover or something more specific that’s bugging you.

You’re the main character in this story.

Let’s get to the next level together.

What does the next level look like for you?

We help you think BIG and design what your greatest life looks like if your money had no limits.