services offered

Our approach is simple - financial planning and investment advice for a flat fee or an hourly rate, depending on your needs. We have no minimum net worth requirement, BUT if we don't think we can add value we'll suggest places that can help you.


Menu of Services

Live planning sessions are best suited for

  • Budget conscious clients who have simple planning questions
  • People who want help clarifying and prioritizing their financial goals

We'll take one or two of your most pressing financial planning questions in a two-hour live planning session. Some common questions that we address in these sessions include:

  • How much should I be saving for retirement?
  • Which investment options should I select in my 401(k)?
  • Is a Roth or Traditional plan the best for me?
  • Which debts should I pay off first?
  • Do I need life insurance and, if so, how much?
  • Should I buy or lease a car and how much can I afford?
  • Should I rent or buy a home and how much can I afford?
  • I've got a job offer in San Francisco - how much should my salary be to keep my same lifestyle?

After getting some background info from you from our confidential questionnaire, we'll confirm that you are a good fit for a Live Planning Session.  Before we meet, we'll ask you for your relevant financial documents and we'll complete our pre-work to ensure a productive session.  During our working session we'll discuss your concerns, confirm and prioritize your goals and craft a plan together.  After the session we'll send you a summary of the discussion and our recommendations.

$900 - $1,500
Surprises? We aren't fans

and when it comes to service fees we are up-front and clear about what your project will cost.

Quick Reference

  • Live Planning Session $900 - $1,500
  • Deep Dive $3,600 - $9,000
  • Periodic Reviews $1,200 - $3,000