Financial Planning

What You Get

You will receive the following:

Financial Planner near me

YEAR 1

Our Financial Planning Process

START HERE
START HERE

Discovery Call

Schedule free 30-min video call to discuss your goals, concerns, and see if we are a good fit.

BECOME A CLIENT
BECOME A CLIENT

Onboarding & Setup

Sign contract
Set up payment
Share financial information
Dig Deeper Session (optional)
Create financial plan

MEETING #1
MEETING #1

Overview of Your Financial Plan

Overview of your financial plan, goals, and net worth
Discuss major near-term action items
Discuss cash flow plan for savings goals

MEETING #2
MEETING #2

Investments & Retirement

Retirement projections
Discuss retirement savings & market investing
Rebalance 401(k)s, IRAs, and investment accounts
401(k) rollover gameplan, if applicable
IRA contributions
Automate monthly investments

MEETING #3
MEETING #3

Taxes, Debt & Credit

Optimize tax withholdings
Debt reduction strategies
Credit score tune-up

MEETING #4
MEETING #4

Insurance & Estate Planning

Discuss strategies to protect your assets and how to pass them efficiently to your loved ones

OPTIONAL
OPTIONAL

Special Topics*

College Savings
Buying Vacation Home
Real Estate and Rental Property Investing
Stock Compensation (RSUs, ESPP, stock options)
Career Change
Starting a Business
Refinancing


*When relevant or upon request, these topics can be covered during our scheduled meetings.
Note: The meeting topics presented above are examples. Actual meeting content & sequence will be customized based on the Client’s needs.

Financial Planning
Year 2 & Beyond

Financial Planning Pricing

Annual Advisory Fee​

Financial Advisor Fees

Individuals

$3,300 – $6,000

($275 to $500/month)

Financial Advisor Cost

Couples

$4,200 – $8,400

($350 to $700/month)

We offer pro-bono financial planning for those who earn less than $56,000 per year.