Pricing

Before getting to the pricing, here is what I am not an expert on:

  • I have a strong background in tax-aware planning and investing but do not prepare client tax returns. I believe my expertise is better applied elsewhere.

  • I am not an expert in rental real estate or the tax issues surrounding that. While I advise clients from time to time on small holdings, if it's a major part of your personal plan, I may not be the right advisor for you..

  • I do not have expertise on cross border issues such as taxation or other dual-citizen topics

  • I keep abreast of crypto, stablecoins, etc., but it is not a main area of focus for me.

And here is why you may not want to work with me:

  • I do my best to respond quickly when something is urgent. For everything else, replies may be slower. I’m a sole practitioner who also continues to write and direct in film and television, and I’ve intentionally built a lifestyle practice with a limited client base so I can serve deeply and still create. The clients who choose me tend to value that dual focus. Core Planning handles much of the firm’s back office so I can focus on your work — but many questions require reviewing your finances or doing research, and I can’t always drop everything to reply immediately. If rapid-fire responses are essential for you, a larger firm may be a better fit.

  • I can not always answer unscheduled phone calls. Again, if you’re looking for somebody who can always provide extremely quick answers, a larger firm (with employees whose full-time job is to answer the phones) may be a better fit for you than a sole practitioner.

  • I do not recommend asset allocation or investment options to try to outperform the market. If you are looking to squeeze every possible basis point of return from your portfolios, I won't be the advisor for you. I value long term success (i.e. reaching your goals with peace of mind) over maximized returns.

Your Hero’s Journey

A black landline telephone handset with a cord, positioned upside down on a light gray surface.

The Call

Historical black and white map titled 'Orbis Terrarum Nova Et Accurate Tabula' showing two world maps with decorative illustrations around each, including mythological figures and animals, with celestial charts at the top and scenes of mythological figures and animals at the bottom.

The Map

A long winding road cutting through a forested landscape during sunset, with trees on both sides.

The Road

I encourage you to choose the service that fits where you are in your life. I am biased in that I believe most people can benefit immensely from my help, but financial advice is far from one size fits all.

The Call

$750

A 2-hour Financial Clarity Session

The Call is a one-time, deep-dive session designed to help you make sense of where you are and what needs to happen next. You’ll walk away with clarity, direction, and a grounded understanding of your financial landscape — without committing to ongoing work.

This session includes:

  • A high-level review of your financial picture including your portfolio

  • Identification of immediate priorities

  • Clear guidance on next steps

  • Space to ask the questions you’ve been avoiding or overwhelmed by

Should a client engage me for ongoing financial planning and/or investment management services, the $750 fee for the review will be deducted from their initial quarterly advisory fees.

Upfront payment only.

The Map

$2500

A Comprehensive Financial Plan
Your blueprint for the path ahead.

The Map is a full financial plan designed for individuals with complex lives. Together, we build a model of your financial world so you can make decisions with confidence instead of guesswork.

Your plan may include high-level:

  • Investment and savings strategy

  • Cash-flow and income modeling

  • Insurance and risk review

  • Retirement and long-term planning

  • A customized RightCapital model you can use and update anytime

Quarterly payment option available: $625 x 4.

Should a client engage me for ongoing financial planning and/or investment management services during a twelve month period after completing a plan, the financial planning fee will be deducted from their initial quarterly advisory fees.

The Road

$6000/year

Ongoing Advisory & Strategic Partnership
Walking the path with you as life evolves.

Done right, the financial planning process is neither quick nor easy. The Road is for households who want ongoing support, strategic guidance, and a partner to help navigate financial decisions as their work and life grow.

This includes:

  • Ongoing financial planning

  • Investment guidance and/or portfolio management

  • Tax strategy and coordination (can include a strategy built on Holistiplan, dependent on needs)

  • Business and project financial strategy

  • Cash-flow and income rhythm management

  • Insurance and estate planning review

  • Opportunity cost analysis (buy vs. rent, etc)

  • Gifting and charitable contribution considerations

  • Access to me for questions, decisions, and support throughout the year

Quarterly billing: $1,500/quarter.

This is the highest level of engagement — a collaborative, year-round partnership.