Your partner in financial freedom
Focus on your life while we deal with the money.
Our pricing
Because a non-simple life deserves to have simple pricing. No hidden fees, no tricks, no email collection for a quote.
Yearly financial planning
$4,500/ year individual
$7,200/ year couples
This is where we create the blueprint for your financial success. Comprehensive planning covers everything from cash flow to investments and more.
Hourly financial planning
$350/ hour
4 hour minimum
Want help on a specific segment of your finances? We can help! This works for client who have a good foundation and a looking to plan for a specific goal or upcoming change.
Financial planning
How We Work With You
Financial planning isn’t a one-time event, it’s an ongoing partnership. We work together to build your foundation, map out the next steps to put your plan into action, and stick around to support you as your life grows.
We break the process into three phases. What we focus on in each one looks a little different for every client, because no two plans are the same.
- Foundation Building (roughly the first four months)
We meet you where you’re at, no judgment, ever. This could mean setting up a budget, getting ahead of your taxes, or naming the goals you’re saving for. It might also mean building a plan to pay down debt and start putting money away for emergencies. If you’re self-employed, this phase usually includes planning for quarterly tax estimates, discussing cash flow between business and personal accounts, and building a cushion for the months when income isn’t steady.
- Growth (The following four months)
Once your foundation is in place, we shift into refining your goals and your savings strategy. For many this includes setting up retirement funds (yes, even for self-employed clients), investing for children’s education, and saving for shorter term goals such as a home purchase. We check in on the progress you’ve made, adjust what’s not working, and keep the momentum going toward the things you’re working for.
- Monitoring
Once your full plan is up and running, we move to quarterly check-ins to make sure you’re staying on track. This is a long-term partnership! We’re with you for as long as you want us, and no question is too big or too small. We want you to hit every goal on your list, and will help reach them sooner rather than later when possible.
Goals we help you plan for
Every client’s list looks a little different, but the usual suspects include:
- Buying a home
- Starting your business
- Getting married
- Annual vacations
- Retiring on your own terms
- Changing careers
- Taking a sabbatical
- Saving for your kids’ education
- Growing your family
- Paying down debt
Hourly planning
Focused work for a specific area
Although financial planning is an ongoing process. Some clients prefer to focus on one element at a time. Because of this, we offer hourly planning at $350/ hour with a 4 hour minimum. We found that the people that these plans work for already have a lot of the foundation in place and are just looking for recommendations on a major change.
We will propose a scope of work before an hourly engagement so that you know what to expect.
Investment management
Many of our clients choose to have us manage their investments too. This way, their investments stay in line with their goals as they change. Having the backbone of their plan managed gives people the peace of mind they’re looking for, and we don’t want the cost of that peace of mind to get in the way of having it. That is why investment management is included at no extra cost for portfolios up to $500k.
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