choose What Works for Your

COMPREHENSIVE ONGOING FINANCIAL LIFE PLANNING

The best part of working with a Financial Life Planner and a Fiduciary professional is that you get support in designing a lifestyle that is aligned to your personal values while working towards your financial goals. We believe that by improving your relationship with money, you become empowered to reach your hopes and dreams. This gives you freedom to enjoy today’s pursuits without living in the past or worrying about the future.

What To Expect From This Relationship:

We learn about you. What is your current relationship with your finances and what are your hopes and dreams. What are your expectations about our time together.We work together to perform a comprehensive financial plan, aligned to your values, attitude towards money, and in connection with your lifestyle.We help you develop a strategy for your money and adapt it throughout life changes.We nurture what is working for you and make changes as you reach desired milestones.

How Much Does It Cost?

Individuals pay an annual retainer of $3,000; once you reach over $300,000 in assets under my management, we switch to 1% of AUM. This percentage decreases after $1,000,000 in AUM.Couples pay an annual retainer of $4,200; once you reach over $420,000 in assets under my management, we switch to 1% of AUM. This percentage decreases after $1,000,000 in AUM.There is an initial one-time fee of $1,000.

Feature 2

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse nec congue purus.

Feature 3

Donec eu est non lacus lacinia semper. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae.