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.
Pricing
Holistic Financial Planning is an investment of $8,100 per year. A 12 month commitment is required and there is a $1,500 one-time onboarding fee.
The annual fee is paid in monthly installments and the one-time onboarding fee is due when you sign the advisory agreement.
This holistic financial planning fee includes comprehensive investment advisory services, but does not include investment management services. Investment management is a separate, optional service we offer to our ongoing financial planning clients.
I get it - this is not a small investment and deciding to work with me is no small decision.
That's why I offer a two-meeting "Deciding to Work Together" process. Learn all about that here.
Questions about anything? 🤔
👉 Or just shoot me an email!
Sliding Scale
If your household income is below $150,000 we offer a limited number of sliding scale spots. Email me to see if there are slots available.