Financial Planning Solutions

Online Resources

Explore a wide range of resources including calculators, insights, and worksheets; all designed to help you make informed financial decisions.

Books & Quick Cards

Engage with our complete financial ebooks covering various topics or download interactive quick cards created from years of experience for a deeper understanding.

Consultations

Book one-on-one consultations with a CFP who will provide tailored guidance to collaborate with you to achieve your financial goals.

Business Finance

Tailored financial solutions for businesses, including budgeting, investment strategies, growth planning, and legacy/ business transition planning.

Choose the service that fits your needs

Plans are designed to be effective, and tailored to your needs.
Transparent pricing based on flat-fee model.
No hidden costs or fees for Assets under management (AUM).

$1,800

Tactical Plan

Flat Fee

Schedule a Complimentary Conversation

Address top financial pain point

Detailed plan of action to get you on track to achieving success for your financial goal

Confidence in knowing your on the right track or if improvements can be made

2-week engagement

$2,520

Strategic Plan

Flat Fee

Schedule a Complimentary Conversation

Let’s address your top three financial focus areas. If not sure where to start I can help

Strategic strategy and system design on how to manage finances and maximize your potential for meeting your financial goals.

Personalized systems to stay on track with all of your financial goals

3 to 4 Week engagement

$3000

Comprehensive Plan

Flat Fee

Schedule a Complimentary Conversation

Need more accountability? 3-month engagement with additional planned sessions to collaborate with you on implementing the plan.

Covers all areas of your finances. With a detailed comprehensive financial plan.

From Budget to Estate Planning, together we will create a personalized plan tailored to your particular situation

3 month engagement

Topic and Financial Areas Covered

Tactical Plan

Goal Setting
Cash Flow Analysis
Investments
Home Affordability
Debt Management

Schedule a Complimentary Conversation

Strategic Plan

Goal Setting
Cash Flow Analysis
Investments
Home Affordability
Debt Management
Retirement Savings
Education Savings
Tax Planning

Schedule a Complimentary Conversation

Comprehensive Plan

Goal Setting
Cash Flow Analysis
Investments
Home Affordability
Debt Management
Retirement Savings
Education Savings
Tax Planning
Insurance
Estate Planning
Real Estate

Schedule a Complimentary Conversation

Communication Plan

Tactical Plan

Initial meeting 45 minutes – Discuss what’s most important to you financially speaking, and gather data for your Tactical plan.

Plan Delivery meeting 1.5 hrs – Your tailored plan will be provided with actionable steps to maximize the potential for meeting your most pressing financial goal.

Coaching session 1 hr – available at an hourly rate; after the initial engagement/plan delivery

Access via phone call – 2 weeks

Access via email – 2 weeks

Schedule a Complimentary Conversation

Strategic Plan

Initial meeting 45 minutes – Discuss what’s most important to you financially speaking, and gather data for your Strategic plan.

Plan Delivery meeting 1.5 hrs – Your tailored plan will be provided with actionable steps to maximize the potential for meeting your financial goals.

Coaching session 1 hr – available at an hourly rate; after the initial engagement/plan delivery

Access via phone call – 1 month

Access via email – 1 month

Schedule a Complimentary Conversation

Comprehensive Plan

Initial meeting 45 minutes – Discuss what’s most important to you financially speaking, and gather data for your Comprehensive plan.

Plan Delivery meeting 1.5 hrs – Your tailored plan will be provided with actionable steps to maximize the potential for meeting your financial goals with additional accountability.

Coaching session 1 hr – available at an hourly rate; after the initial engagement/plan delivery; or quarterly flat fee of $500

Access via phone call – 3 months

Access via email – 3 months

Schedule a Complimentary Conversation

On Going financial planning

Want additional support, accountability, and timely guidance?

After your initial financial plan is delivered I provide continuous financial planning for all financial situations and life events that may arise.

Ongoing financial planning cost is up to $777.79 a month. The image below provides the monthly commitment that we will provide and you can expect. I will be steadfast to your financial success, and will be expecting the same commitment from you.

With a heart of a teacher, and a trusted reputation for delivering clear, reliable financial solutions. I have collaborated with many clients to achieve their goals. While continuing to innovate and grow, I will stay ahead of the curve to provide the best guidance.

After the financial plan is delivered. Let’s partner in your continued success.

Objective Insights

You receive unbiased perspective, helping avoid emotional decisions that can derail financial plans.

Accountability

Staying on track with financial goals, encouraging disciplined actions toward long-term success.

Major (or not so major) Life events

Marriage, inheritance, and change in income require financial adjustments. I am here to provide strategies to adapt and thrive.

On-Going Financial Planning Infographic

On-Going Financial Planning

What to Expect

Quarterly Meeting # 1

Schedule joint meeting with your CPA/ Accountant
Discuss rebalancing options
Discuss prior year Tax Strategies
Shifting focus to new or previous goals not yet started

Quarterly Meeting # 2

Discuss Tax Strategies for current year
Life and Disability Insurance review and/or apply relevant updates
Shifting focus to new or previous goals not yet started

Quarterly Meeting # 3

Estate: Planning for unexpected tomorrow now
Consider end of year investment strategies
Workplace benefit reviews
Shifting focus to new or previous goals not yet started

Quarterly Meeting # 4

Review Cash flow and budget projections
Shifting focus to new or previous goals not yet started

Annual Review

Completed annually, including updating your financial plan.

Shifting focus to new or previous goals not yet started.

Frequently Asked Questions

Find answers to commonly asked questions about our services.

What can I expect in our first meeting?

In our complimentary consultation, we’ll discuss your financial goals, current situation, and how we can help. You’ll get an overview of our services, fee structure, and answers to any questions. This meeting is about determining if we’re a good fit, with no obligation to proceed. Feel free to bring any documents or questions to make the most of our time together.

Do you offer a free initial consultation?

Yes, we offer a complimentary consultation to get to know each other and see if we’re a good fit. We’ll discuss your financial goals, current situation, and how we can help. It’s also a chance for you to ask any questions about our firm and approach to financial planning.

Visit our pricing page, select an option that best suits your needs at this time. Followed by completing the initial form and selecting a time on my calendar to meet.

If we decide to move forward with a Financial Planning engagement, flat fee payment is made at that time.

How do you charge and what are your fees?

I operate as a fee-only financial planner with transparent pricing. The fees are for comprehensive planning, and/or ongoing financial planning.

I also collaborate with you on a flat or hourly rate based on the complexity of your needs. During the initial consultation, we’ll provide a clear breakdown of all fees so you know the costs before committing.

How often will we meet?

Meeting frequency is tailored to your needs. Typically, we meet 2-3 times during the initial planning phase to develop your plan. Afterward, we hold quarterly check-ins and conduct an annual comprehensive review. We’re also available for additional meetings whenever life changes or financial questions arise.

Do I need to have a certain amount of money to work with you?

I do not have asset minimums, my services are based on what you would like to accomplish, and how I can collaborate with you to achieve your financial goals. With that being said my services are most beneficial for clients that can comfortably pay for the financial planning engagement and/or ongoing financial planning. I understand that everyone’s financial situation is unique. If you’re below this threshold but are committed to growing your wealth and believe our services could be valuable to you. I encourage you to reach out for an initial consultation. I can discuss your specific needs and determine if we’re a good fit for each other.

How do I keep track of everything from the Financial Planning engagement?

I provide several tools to keep you informed, including regular financial planning recommendations and actions achieved, portfolio reviews, and access to a secure client portal for viewing accounts and documents. You’ll also receive quarterly insights and adaptive updates, annual comprehensive reviews, reviews of statements from your account custodian, and reviews of tax returns. I’m always available to answer any questions about your accounts or financial situation.

How do you make referrals to other professionals?

I refer to professionals, like accountants and/or attorneys, based on their expertise and how well they meet your specific needs. I don’t receive compensation for referrals, ensuring unbiased recommendations. I’m happy to coordinate with them on your behalf, but you’re free to choose your own professionals. My goal is to build a team that supports your financial life seamlessly.

Financial Planning Solutions

Online Resources

Books & Quick Cards

Consultations

Business Finance

Choose the service that fits your needs

$1,800

$2,520

$3000

Topic and Financial Areas Covered

Tactical Plan

Strategic Plan

Comprehensive Plan

Communication Plan

Tactical Plan

Strategic Plan

Comprehensive Plan

Want additional support, accountability, and timely guidance?

After your initial financial plan is delivered I provide continuous financial planning for all financial situations and life events that may arise.

Objective Insights

Accountability

Major (or not so major) Life events

On-Going Financial Planning

Quarterly Meeting # 1

Quarterly Meeting # 2

Quarterly Meeting # 3

Quarterly Meeting # 4

Annual Review

Frequently Asked Questions

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