Simple, Transparent Pricing
Flat-fee financial planning with no hidden costs, no commissions, and no conflicts of interest. Choose the level of support that fits your life.
Free Introduction
We'll talk through your goals and see if we're a good fit.
Pick a Plan
Choose the level of support that matches your needs.
Get Your Plan
Receive clear, actionable recommendations you can implement.
Plans & Pricing
Want a full financial roadmap? Get comprehensive advice across retirement, investments, taxes, insurance, and estate planning.
Comprehensive planning that covers all areas of your financial life, with regular check-ins to keep you on track.
Everything in the Premium Plan, plus more frequent meetings and hands-on help implementing your plan.
Pay-as-you-go advice on retirement, Social Security, tax questions, investments, or stock options. No commitment required.
Compare Plans at a Glance
Comprehensive Plan | Premium | Platinum | |
|---|---|---|---|
One-time comprehensive plan | ✓ | — | — |
Investment advice | ✓ | ✓ | ✓ |
Ongoing Planning Relationship | — | ✓ | ✓ |
Unlimited email & phone support | — | ✓ | ✓ |
Meetings | 3 over 8 weeks | 4/year | 6/year |
Implementation support | — | — | ✓ |
Onboarding fee | None | None | None |
Cost | $2,500 one-time | $150/month | $200/month |
Common Questions
What does "fee-only" mean?
It means I'm paid directly by you—never by commissions, product sales, or a percentage of your assets. My only incentive is to give you the best advice.
What does "fiduciary" mean?
As a fiduciary, I'm legally and ethically required to act in your best interest at all times—not mine or any company's.
Can I switch plans later?
Absolutely. You can upgrade, downgrade, or cancel at any time. There are no long-term contracts or cancellation fees.
How do I get started?
Schedule a free introductory call. We'll talk about your situation, and I'll recommend the plan that makes the most sense for you.
Ready to Take the Next Step?
Schedule a free introductory call—no pressure, no obligation.
