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

  • While I keep abreast of crypto and stablecoins, and I’ve spent a meaningful amount of time researching Bitcoin in particular, crypto is not the main focus of my practice. When it makes sense for your plan and risk profile, it can be part of the conversation, though it’s unlikely to be the main piece of the puzzle.

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

  • I’m responsive, especially when something is time-sensitive. For non-urgent items, you can expect replies within a reasonable window rather than instant turnaround. I’m a solo advisor by design, and Core Planning supports the back office so I can stay focused on high-quality planning and clear communication. If you prefer a large-team experience with near-immediate, always-on access, you may be happier with a bigger firm. If you want a direct relationship with the person doing the work, you’re in the right place.

  • I can not always answer unscheduled phone calls. If you’re looking for always-on, immediate phone access through a staffed team, a larger firm may be a better fit 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

The Call

The Map

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 “The Map”, the $750 fee will be credited towards the $2500 “Map” fee.

Upfront payment only.

The Map

$2500

A Comprehensive Financial Plan
Your blueprint for the path ahead.

The Map is a project‑based engagement for individuals with complex lives. Together, we’ll build a clear model of your financial world so you can make confident decisions instead of guesswork.

The Map unfolds across four sessions over three months:

1) Get Organized — We gather and make sense of your full financial picture. Income, spending, debt, savings, taxes, insurance. Everything on the table before anything gets built.

2) Vision - Before a single number gets crunched, we align your values, creative goals, and life priorities with your financial path. Your plan should support the life you're building, not work against it.

3) Plan Draft — I present a working draft of your plan. We review it together, pressure-test it, and refine it to reflect your reality. Depending on your goals, your plan may include:

  • Investment and savings strategy

  • Cash flow and income modeling

  • Tax strategy and coordination

  • Insurance and risk review

  • Retirement and long-term planning

  • Business and self-employment planning

  • Equity compensation and business ownership planning

4) Final Plan & Delivery — You leave with a clear, actionable financial blueprint built specifically for you and access to your own RightCapital portal. I'll walk you through how to use it so your plan stays a living document.

Fee is non-refundable. Installment option available: $1,250 x 2 ($1,250 due at signing, $1,250 due at completion).

Upon completion of The Map, clients may apply to continue onto The Road, an ongoing planning relationship.

The Road

$6000/year

Ongoing Advisory & Strategic Partnership
Staying on course as life evolves.

Now that we know our destination, it’s time to go on tour. “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: $1500/quarter beginning after “The Map”

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