Ongoing Comprehensive Financial Planning Client
For those needing customized financial planning beyond needs of learning the foundation. Typically those that have graduated residency, solopreneur or business owners, mid-career, own real-estate etc.
Foundational Comprehensive Financial Planning Client
For those early in their career that is just getting started in their financial journey. Typically residents, students, those just beginning their careers and need to familiarize themselves with the beginnings of building financially health habits.
Project-Based Pricing
Maybe you received a lump sum of money from family and you're wondering how to invest it. An insurance agent presented some disability insurance policies, but you don't know what you actually need. How do you do a back-door Roth IRA conversion correctly?
We offer project-based pricing for those needing a second set of eyes on specific issues. Tailoring our approach to your needs, we're here to provide flexible solutions. Rest assured, we will decide on a flat fee before starting the project to avoid surprise bills.
We offer project-based pricing for those needing a second set of eyes on specific issues. Tailoring our approach to your needs, we're here to provide flexible solutions. Rest assured, we will decide on a flat fee before starting the project to avoid surprise bills.
*The flat fee we charge does not cover additional fees for third-party services that may be needed to implement the plan.
However, we will inform you of any such fees in advance.
For instance, attorney fees for estate document drafting would be communicated upfront.
However, we will inform you of any such fees in advance.
For instance, attorney fees for estate document drafting would be communicated upfront.