We start with your goals & priorities and build a custom financial plan just for you.
What does your ideal life look like 5 years from now? 10 years? Retirement?
What do you wish you could spend more time doing? Less time?
How can you balance today with everything you want in the future?
What is it, exactly, that I do here?
Think Google Maps, but for your financial journey.
Single Young Professional
Beth is 27, crushing it at work and determined to make the most of her money. She has student loans to pay oﬀ, but also wants to buy a house soon, start investing and get on track for an early retirement. Beth would likely pay a $500 startup fee and $150 a month.
Married Young Couple
Tom & Grace are 32 years old and just got married. Grace owns the condo where they currently live, but they want to buy a home together outside the city and start a family in the next few years. They want to ﬁgure out how much they can aﬀord, whether they should sell the condo or rent it and how to best manage their ﬁnances as a family. Tom & Grace would likely pay a $750 startup fee and $250 a month.
Marshall and Lily are 40 years old, have 2 young kids and big plans for the future. They just bought their forever home, but want to ﬁnish their basement and put in a pool next spring. They also want to buy a vacation home they can also rent out in the next 5 years, fully fund their children’s education, travel as much as possible, and retire in their early 60s. Marshall and Lily would likely pay a $1,000 startup fee and $350 a month.
A start-up fee of $500 - $2,000 and a monthly subscription fee of $150 - $500 depending on complexity.