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Pricing

Fee-Only Financial Planning

I've taken a fiduciary oath to never earn money from promoting any product. The only way I earn money is through the fees my clients pay me.

That's what being a fee-only financial planner means.

The fee-only model ensures you never have to worry if I'm recommending something because it's really right for you or because of the sales commission I earn. I never earn a commission on selling anything. Ever. Nice and simple.

Holistic Planning

Overview

The standard rate for the 12 Month Holistic Planning package is $416 monthly. However if your total annual household income is below $150,000, sliding scale pricing is offered:

  • Up to $75,000: $249 monthly
  • $75,001 - $100,000: $299 monthly
  • $100,001 - $125,000: $349 monthly
  • $125,001 - $150,000: $399 monthly

Payment

You'll pay the monthly fees for the first quarter (e.g. 3 months) in advance, when we begin working together. 

After that first quarter, fees are paid monthly or quarterly in arrears (e.g. payment is due at the end of the quarter in which services were provided). Fees may be paid via credit card or ACH bank transfer, or automatically deducted from investment accounts. 

Quick Start Intensive

Overview

The standard rate for the Quick Start Coaching Intensive if $497. However, if your total annual household income is below $150,000, sliding scale pricing is offered:

  • Up to $75,000: $297
  • $75,001 - $100,000: $349
  • $100,001 - $125,000: $399
  • $125,001 - $150,000: $475

Payment Methods

Fees may be paid via credit card or ACH bank transfer.

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