Fees & Services
You have options to fit your needs.
All options are done virtually at a time that fits your schedule.
You have options to fit your needs.
All options are done virtually at a time that fits your schedule.
Full Financial Plan
I offer a three-month engagement. The fee is 1.5% of your total household income.
For example, your household income is $100,000. A full plan will total $1,500. Half is due upon signing the agreement, and the remainder is due upon presentation of the plan.
12-week Engagement
4 virtual meetings - 1 to 1.5 hours each
20 hours of document review, planning and analysis
3+ hours of implementation help
Unlimited support during the 12 weeks
Custom delivered financial plan
25+ hours of total advice
Six-month check in to see how you are doing
Hourly Rate
For those who need occasional advice on 1-2 topics, I offer services at an hourly rate of $125.
1 Hour Engagement
Virtual meeting to fit your schedule
Custom advice
1 recap email with an actionable to do list
You might be wondering why my fees are much lower than what many other advisors charge. After retiring from a 30-year career with a governmental agency, I wanted to give back by providing financial education and advice to those who need it most. That's why I intentionally keep my fees affordable, making high-quality financial guidance accessible to everyone. If you're in your 20s to mid-40s and looking to build a solid financial plan, or you're an EMS provider, law enforcement officer, firefighter, 911 telecommunicator, minister, or teacher, I'm here to help you achieve your financial goals.