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.
CFP® · RICP® · EA · Serving educators, public servants, and professionals nationwide
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
Wondering what you actually receive? See three sample financial plans →
A full financial roadmap delivered in 8 weeks. Get comprehensive advice across retirement, investments, taxes, insurance, and estate planning—then implement on your own.
Includes online access to your financial plan, regular updates, and ongoing guidance as life changes. Quarterly check-ins keep you on track year after year.
Everything in Premium, including online plan access, plus more frequent meetings and deeper support for complex situations like equity comp, business ownership, or multiple income streams.
Compare Plans at a Glance
One-Time | Premium | Platinum | |
|---|---|---|---|
Comprehensive written plan report | ✓ | — | — |
Online financial plan access | — | ✓ | ✓ |
Investment guidance | ✓ | ✓ | ✓ |
Ongoing planning relationship | — | ✓ | ✓ |
Unlimited email & phone support | — | ✓ | ✓ |
Annual tax planning review | — | ✓ | ✓ |
Tax return review & multi-year projections | — | — | ✓ |
Equity compensation planning | — | — | ✓ |
Implementation support | — | — | ✓ |
Meetings | 3 over 8 weeks | 4/year | 6/year |
Onboarding fee | None | None | None |
Cost | $2,500 one-time | $150/month | $200/month |
Pay-as-you-go advice on retirement, Social Security, tax questions, investments, or stock options. No commitment, no plan required.
Common Questions
What does "fee-only" mean?
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 for your situation.
Are you a fiduciary 100% of the time?
Yes. As a CFP® professional and Registered Investment Advisor, I'm legally and ethically required to act in your best interest at all times—on every recommendation, with no exceptions.
Do you manage my money?
No. This is advice-only planning. You keep full control of your accounts at your own custodian (Fidelity, Schwab, Vanguard, your 401(k), etc.). I give you the recommendations; you implement them—or I can walk you through how on the Platinum plan.
How is this different from a 1% AUM advisor?
A traditional advisor managing $750,000 at 1% charges $7,500/year—every year, regardless of work performed. My flat fee stays the same whether you have $200K or $2M. Clients with larger portfolios often save thousands annually.
Do ongoing plans include a written report?
No. Premium and Platinum include online access to your financial plan, regular updates, and ongoing guidance. The written comprehensive financial plan report is included with the One-Time Plan.
Do you work with clients outside Texas?
Yes. All planning is done virtually, and I work with clients across the country. As a Registered Investment Advisor, I'm able to serve clients in most U.S. states.
Can I switch plans or cancel?
Absolutely. You can upgrade, downgrade, or cancel ongoing plans at any time. No long-term contracts, no cancellation fees, no penalties.
How is this different from a robo-advisor?
Robo-advisors allocate investments based on a questionnaire. I provide personalized advice across your entire financial life—taxes, Social Security timing, Roth conversions, insurance, estate planning—that algorithms can't address.
How do I get started?
Schedule a free 30-minute introductory call. We'll talk about your situation, answer your questions, and I'll recommend the plan that fits best. No pressure, no obligation.
