Financial planning services.
Clear fees.

The Hour

A full hour of advice on whatever matters most to you right now. Great for one-off questions and maintenance check-ins.

$500 one time

One flat fee. No recurring charges.

  • Ask anything for an hour
  • No ongoing commitment or fee
  • Detailed email summary with action items
  • Money-back guarantee*
Book an hour

The Plan

A deeper, more comprehensive review of your financial picture. Includes analysis on retirement, taxes, investments, healthcare, insurance, and any other areas relevant to you.

$4,500 one time

$0 due now. Pay after your first meeting.

  • 20+ page detailed plan
  • Written action items
  • 3 meetings & 8 weeks of email support
  • Access to RightCapital
Explore the plan

The Ongoing

An ongoing relationship with an expert and accountability buddy. Includes quarterly planning meetings and unlimited email support. We update your action plan as life evolves.

$500 / month

Billed $1,500 every three months.

  • Quarterly video calls
  • Unlimited email support
  • Written quarterly action plan
  • Access to RightCapital
Get ongoing support

*No free consultations.

Free consultations are sales meetings. Your first hour with me is a real advisory session. We dig into your actual situation and you leave with recommendations you can act on, even if you never work with me again. If you finish The Hour and feel you did not get your money's worth, I will refund it.

All services are booked through Nectarine.

FAQs

Save the mysteries for your favorite true crime podcast. Here are answers to my most frequently asked questions.

Have another question?

I give you personalized financial guidance without selling products or managing your investments. You keep your accounts, implement the recommendations (with my help), and stay in control of your money.

As a fiduciary, I'm legally and ethically bound to act in your best interest. It's as simple as that.

My investment recommendations center on simple portfolios of low-cost index funds. I don't pick individual stocks, and I don't chase whatever is hot this year. My investment philosophy focuses on low-cost index funds and low-maintenance strategies that work. No stock picking, no market timing, no chasing whatever is hot this year. Your portfolio should be simple enough to understand and automatic enough that you can ignore it while you live your life.

A lot. Common topics are investment portfolio reviews, FI/RE calculation checks, Coast FI, tax planning, and investing for kids. Your intake information helps us make the most of our time.

For The Hour, you’ll complete a short intake form and can share financial information and documents securely in your Nectarine account. For The Plan and The Ongoing, you’ll get a financial planning portal and a list of the information to gather.

Yes. The Hour includes an email summary with key takeaways and resources. The Plan includes a 20+ page financial roadmap with detailed next steps and implementation support.

No, I don't do intro calls. You can book The Hour directly, and your first hour is a real advisory session with recommendations you can act on. If you don't feel like you got value from The Hour, I will refund your full fee.

Money can do more
than keep you up at night.

Let’s build a future that feels calm and exciting at the same time.

Schedule a session