Financial planning is more than saving for retirement.

With our comprehensive financial planning services, we'll look at where you are today, where you want to be in the future, and together, we'll figure out the best way to get you there.


We can address your most pressing questions, such as:

  • Can you help me make a budget that I can actually stick to?

  • How much should I be saving each month?

  • Should I be paying down debt or investing?

  • Can you help me with my company's 401(k) and review other benefits?

  • What retirement account(s) should I be contributing to, and how much?

  • How much house can I afford? And when?

  • Am I maximizing all of the tax-efficient resources available to me?


And we'll even ask you the questions that you haven't thought of (or have been avoiding):

  • Have you thought of life insurance needs?

  • What are the best college savings plan(s) for your children?

Without goals, and plans to reach them, you are like a ship that has set sail with no destination.
— Fitzhugh Dodson

Let's make a plan together.


     Strategy Session

This service is designed to answer 1 or 2 of your most pressing financial concerns. Examples include: selecting investments in your 401k, guidance on rolling over funds into an IRA/Roth IRA and investment selection, or review of existing budget.



  • 15-min call (or detailed email) to review situation

  • 30-min call to discuss recommendations

  • follow-up recommendations e-mail


one-time FEE


Financial Planning

This service is a full review of your financial situation and all its moving parts. We will develop a financial "roadmap" for you, focusing on areas such as budgeting, savings, debt reduction, investment selection, retirement, company benefits, and more.



  • 30-min call to review situation

  • 60-min call to discuss recommendations

  • a goals-based financial plan

  • step-by-step action items list


One-time fee

(based on complexity)



+$105/month retainer

(includes regular check-ins and available access for ongoing financial questions)