What if your finances could fuel rather than impede your dreams?

We believe it can ... and should. Let us show you what's possible.


 

We offer Three financial planning packages:
 

 

COACHING CALL

A one-time service, great for those wanting fast answers to their most pressing money questions. 

ongoing

Ongoing financial planning provides a comprehensive review of your financial world with ongoing advice.

quick start

A comprehensive, one-time review to equip you to smartly manage your financial world going forward.


COACHING CALL

Overview:  A one-time service, great for those wanting fast answers to their most pressing money questions. This service is ideal for those who are not ready for our comprehensive planning services.

Fee: One time fee of $550 - $850

 

SERVICE INCLUDES:

  • One 60-90 minute phone call to answer your questions and provide resources and an action plan to direct you as you take action on your own.

  • An email recapping the action items discussed during our meeting, recommended resources, and customized spreadsheet templates.

 

POSSIBLE TOPICS COVERED IN THIS SERVICE:

  • How and where to focus your savings

  • Combining finances as newlyweds

  • Preparing for a new baby

  • Life insurance and estate planning basics

  • How to create and maintain a budget

  • Understanding your employer benefits

  • Creating a plan to pay off debts

  • How to balance debt and savings

 

WHAT THIS SERVICE DOES NOT INCLUDE:

This service does not provide customized investment portfolio recommendations or life insurance analysis.

 

READY TO GET STARTED?

If you are ready to get started, please fill out an application and we will get back to you soon about availability and a customized quote for the service.  (Note this service does not include a free introductory call.) Clients will be asked to provide basic information about income, net worth, and expenses one week before our call to ensure you get the maximum benefit from our service.


Quick Start

Overview: A comprehensive, one-time review to equip you to smartly manage your financial world going forward

Fees: One time fee of $900 - $5,000

 

Service Includes:

  • Two 60 minute meetings - the first to get organized and better understand your goals and questions, the second to discuss your Recommendations and Action Plan

  • Customized Recommendations and corresponding  Action Plan addressing topics discussed and delivered via email


Ongoing Financial Planning

Overview: A comprehensive review of your financial world with ongoing support and advice

Fees: Initial planning fee of $750 - $3,500, and monthly subscription of $150 - $450, with no ongoing commitment

 

Service Includes:

  • Two 60-90 minute meetings - the first to get organized and better understand your goals and questions, the second to discuss your Recommendations and Action Plan

  • Customized Recommendations and corresponding  Action Plan

  • Mid and year-end calls to discuss your progress, update your Action Plan and provide continued recommendations

  • Proactive reminders to keep you accountable

  • Email support as new questions arise

  • An advocate to introduce you to the right professionals (accountants and estate attorneys) as needed


 

Start the process with a complimentary meeting


If you are interested in one of our comprehensive planning services, you are welcome to schedule a 30 minute consultation at no cost to you. We'll discuss your planning needs and questions and talk about which service package is best for you. Let's get the conversation started and go from there. Introductory meetings are held by phone. From there, client meetings are held by phone, video conference, or in person for New York City clients.

*This service is only available for quick start and ongoing planning clients.