Fee-Only Financial Planning
For 30s & 40s DC Professionals

We work with high-earning professionals in their 30s and 40s who want to make smart decisions with their money and build a clear path to financial independence, often with the goal of retiring by 55. Most of our clients are in the DC, Maryland, and Virginia area, but we work with clients virtually across the U.S.

Yes. We work with clients virtually across the U.S., including many professionals in the DC, Maryland, and Virginia area. Meetings are held via Zoom, and our planning process is designed to be simple, efficient, and easy to complete from anywhere.

Fee-only means we’re paid directly by our clients, not through commissions or product sales. We don’t earn money for recommending investments, insurance, or any other financial products. As fiduciary advisors, our advice is always built around what’s best for you.

Our financial planning fees are based on the complexity of your situation. For individuals, fees typically range from $6,000–$9,600 per year ($500–$800/month). For couples, fees typically range from $6,000–$14,400 per year ($500–$1,200/month). We’ll confirm your exact fee during the discovery call before you commit.

The first step is a free discovery call. It’s a relaxed conversation where we learn more about your goals, answer your questions, and determine whether working together makes sense. If it feels like a good fit, we’ll explain what the planning process looks like and outline next steps, no pressure.

Here's more about our discovery call process.

Visit our full FAQ page, or schedule a free discovery call to see if we’re a fit.