You can expect the first time we meet to focus on questions like:
What do you wish you spent more time doing?
What does your ideal life look like in 5 years? 10 years?
How would you like people to remember you once you pass away?
What joyful childhood memory do you have related to money?
A start-up fee of $500 - $3,000, and an
annual fee of $1,500-$6,000
thereafter, depending on complexity.
Once we lay this foundation, we get into the numbers and create a customized financial plan for you.
We don't start with your income or your investments or debt.
We start with you.
I also offer a stand-alone, one-time comprehensive financial plan.
The cost for that is $1,500 - $4,000, depending on complexity.