First, a Strong Start

Initial Planning Services

Our services begin with an initial financial plan. Let’s get to know your vision, goals and how you define your one wild and precious life through focused meetings and detailed data gathering. 

  • 3-4 meetings over 3 months

  • Topics covered: Your goals and aspirations; getting organized; cashflow and budgeting; taxes; investments; insurance; retirement scenario planning; and estate planning. 

  • Deliverables: A comprehensive financial plan that you understand, with specific action items for you to implement. 

The one-time flat fee is $4,000. Other fees may apply for business owners or those with significant complexity.

If this sounds like what you’re looking for, schedule a call with us to see whether your situation and needs fits our expertise.

Then, the Journey Continues…

Ongoing Planning Services

After completing your initial plan, we discuss the opportunity to continue our engagement through ongoing financial planning and investment management with our team. This includes help when you need it and regular support to stay on course with your plan.

​​Ongoing planning services include:

  • Support when you need it for financial decisions and questions via meetings, emails, and phone calls.

  • Monitoring and implementing your personalized financial plan as your life changes over time.

  • Investment management, supported through partnerships with Schwab as custodian and an asset manager sub-advisor.

  • Working with and connecting you to other professionals such as accountants, attorneys and insurance providers.

  • Participation in our annual services calendar.

  • For business owners, additional services and fees may apply.

Annual flat fees start at $9,000.

Schedule a call with us to see whether your situation and needs fits our expertise.