Flat fees, published up front.

A full hour of advice on whatever matters most to you right now, from one-off questions to maintenance check-ins.

• ·Ask anything for a full hour
• ·No ongoing commitment or recurring fee
• ·Perfect for periodic check-ins after The Roadmap or The Plan
• ·Written follow-up with next steps

Best for people who want clarity on where they stand and what to focus on next. We'll build your plan in RightCapital, review your projections and key planning opportunities, and provide clear priorities and next steps. It's especially well suited for people whose financial picture is still evolving.

• ·Build your plan in RightCapital
• ·Review projections and key planning opportunities
• ·Clear priorities and next steps
• ·2 meetings, 4 weeks of email support
• ·1-3 page action plan

Best for anyone who wants a deeper, more comprehensive review of their financial picture. We'll take a detailed look at retirement, taxes, investments, Social Security, healthcare, insurance, estate planning, and other relevant areas, bringing everything together into a detailed written plan and prioritized action items.

• ·Retirement, taxes, investments, Social Security, and healthcare
• ·Insurance, estate planning, and other relevant areas
• ·Detailed written plan and prioritized action items
• ·3 meetings, 8 weeks of email support
• ·30+ page plan

Designed for clients who want an ongoing relationship and a dedicated financial partner. You'll have quarterly planning meetings, unlimited email support, continued access to your RightCapital financial plan, and updated action plans as your financial life evolves. You'll also have more direct access to me between meetings, which can be especially valuable when questions or financial decisions come up and you don't want to wait for the next available "Hour" session.

• ·Quarterly planning meetings
• ·Unlimited email support
• ·Updated action plans as your financial life evolves
• ·1-3 page action plan each quarter