Book an intro call

This 30-minute video call is our chance to see whether we're a good fit. So that our time is well spent, here's a quick look at how I work.

If you're near or in retirement

Retirement Review$4,800–$6,500, one time

Ongoing planning with investment management$8,500–$18,000/yr

If you're in your working years

Ongoing financial planningfrom $5,500/yr

Hourly, for one focused question$250/hr, 3-hr minimum

Good to know before you book

Every plan is built from scratch around your numbers. I don't review or approve plans created elsewhere.
Ongoing retirement planning includes management of your investments.
Hourly planning isn't available for retirement questions.