Flat-fee financial planning minimizes conflicts of interest. just advising doesn’t earn money from commissions or a percentage of your assets. The only thing you’ll pay me is a flat, transparent fee for my advice.
is your financial picture grounded or ethereal?
groundedyour finances are mostly self-contained. a change in one area doesn’t influence a change through the rest.
etherealyour finances are interconnected, so planning around them is more delicate and relies on more assumptions.
tap everything that applies to you.
what sort of guidance would you like?
tap one.
who’s the plan for?
your projected fee
your projected fee will show here once you tap your situations above, choose a kind of guidance, and pick who the plan is for.
don’t want to take a quiz? here’s how my fee structure works.
fees by tier and kind of guidance
ongoing
one-time
grounded
$175/mo
individual
$233/mo
family
$1,500
individual
$2,000
family
ethereal
$350/mo
individual
$466/mo
family
$3,000
individual
$4,000
family
ongoing is a flat annual fee, billed monthly. your ongoing monthly fee will decrease after the 12th month. one-time is half when we begin and half when your plan is complete, and the full fee can be credited toward ongoing if you switch within one month of your six-month check-in.
not sure if ongoing or one-time is right for you? let’s talk about the differences together!
