Choose the Level of Financial Guidance That Fits Your Life
Whether you want to learn, plan, or have everything handled for you, I offer three clear paths to help you move forward with confidence.
1
Full-Service Wealth Management & Financial Planning
For individuals and families who want professional investment management paired with ongoing financial planning.
I’ll design your personalized plan, manage your portfolio through Schwab, and meet with you regularly to ensure you’re always on track.
​
What’s Included:​
-
Personalized financial plan
-
RightCapital Financial Planning Software
-
Ongoing plan updates
-
Investment management through Schwab
-
Tax, Investment, Estate, and Insurance planning
-
Quarterly or semiannual meetings
-
Unlimited access and support
​
Fee = % of Assets Under Management
#2
2
Membership Club for the Successful Middle Class
For individuals and families who want ongoing financial planning, continuous guidance, and year-round accountability.
I’ll help you track progress, adjust your plan, and stay on top of every area of your finances.
​
What’s Included:
-
Financial plan built together (RightCapital access included)
-
Scheduled Quarterly review meetings
-
Goal tracking and accountability
-
Tax, Investment, and Insurance planning
-
Webinars & live training
-
Practical tools and resources
​Fee = $3,000 Per Year
($250 per month)
3
Hourly Financial Advice for Your Most Important Questions
Perfect for people who want to create a one-time financial plan. Also great if you want clarity on a specific issue, such as budgeting, investing, retirement planning, debt payoff, or major financial decisions, without committing to long-term planning.
​
What’s Included:
-
1-1 Zoom meetings
-
Access to RightCapital
-
Personalized action plan or written notes
-
No ongoing obligation
-
Flexible scheduling
​
Fee = $250 per hour