services offered

Our approach is simple - financial planning and investment advice for an hourly rate. 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.

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Menu of Services

Student Loan Planning Services have moved!

Emma recently opened her own student loan planning business, October Loan Strategies, and all student loan planning services will move there as of January 1, 2025. 

She is accepting new clients and would love to work with you! Please email her at emma@octoberloans.com or use the link below to schedule a meeting.

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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

  • Focused Planning Session $1,360
  • Comprehensive Planning $4,080 - $16,800
  • Periodic Reviews $1,360 - $5,040
  • Student Loan Services -