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

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


 

financial planning packages
 

 

Financial foundations

Get guidance on your most pressing money questions, such as how to create a budget and how to start investing, through our one-time planning service designed for those with less complicated financial lives. Ideal for recent graduates.                                                                                                                                       

Comprehensive Planning

Create a comprehensive financial plan over six months to bring clarity and purpose to your financial life. Upon completion, we offer optional ongoing support to keep you on track with your goals and update your plan as life changes.                                           

 

Start the process with a free planning session

If you are interested in our services, you are welcome to schedule a 30-minute planning session at no cost to you. We'll discuss your planning needs and questions and talk about what you're hoping to accomplish through financial planning. These meetings are held by phone. From there, client meetings are held by phone, video conference, or in person for New York City clients.


 

financial foundations

OVERVIEW:  Get guidance on your most pressing money questions through our one-time planning service designed for those with less complicated financial lives. Ideal for recent graduates. 

FEE: One time fee of $1,200 - $2,500

 

what you can expect from us

 

CUSTOMIZED PLAN

A comprehensive written plan with clear action steps to put you on track for your goals.                                                                

CUSTOMIZED BUDGET TOOL

A custom budget to illustrate how you'll begin to better align your use of money with your values and priorities.

planning meeting

A 60-minute meeting to discuss your customized plan and the resources and tools you'll use to implement your plan.

 

3 MONTH ACCOUNTABILITY MEETING

A 30-minute meeting to discuss progress and questions. These meetings are by phone or video conference.

COMMITTED ADVOCACY

We will speak honestly and objectively into your situation and encourage you to use and build wealth in a way that is aligned with what you value most. 

CLIENT-ONLY RESOURCES

Access to customized content that will connect you to the tools, resources and other professionals you'll need to implement your plan.

 

planning topics Covered

budgeting

Recommendations for how to bring your spending habits more in line with your values and priorities. 

savings plan

A plan for how much and where you should be saving towards your goals, such as college, retirement, and home.

debt repayment

A customized repayment plan to help you pay off debts faster and appropriately balance debt and savings goals.

account organization

We'll bring clarity to your financial life by organizing your accounts with a clear purpose. 

 

 

Comprehensive planning

OVERVIEW: Create a comprehensive financial plan over six months of planning to bring clarity and purpose to your financial life.

FEES: One time fee of $2,500 - $5,000

 

what you can expect from us

 

customized plan

A comprehensive written plan with clear action steps to put you on track for your goals.                                                            

customized budget 

A custom budget to illustrate how you'll begin to better align your use of money with your values and priorities.

planning meeting

A 60-minute meeting to  better understand your financial world, set goals, and define priorities.                         

take action meeting

A 60-minute meeting to discuss your plan and the resources and tools you'll use to implement your plan.

 

3 month accountability meeting

A 60-minute meeting to discuss progress and questions. These meetings are by phone or video conference only.

6 month accountability meeting

A 60-minute meeting to discuss progress and questions. These meetings are by phone or video conference only.

committed advocacy

We will speak honestly and objectively into your situation and encourage you to use and build wealth in a way that is aligned with what you value most. 

client-only resources

Access to customized content that will connect you to the tools, resources and other professionals you'll need to implement your plan.

 

PLANNING TOPICS COVERED

budgeting

Recommendations for how to bring your spending habits more in line with your values and priorities.                             

savings plan

A plan for how much and where you should be saving towards your goals, such as college, retirement, home.

insurance

A review of insurance policies to make sure you have the appropriate type and amounts of coverage.

debt repayment

A customized repayment plan to help you pay off debts faster and appropriately balance debt and savings goals.

 

account organization

We'll bring clarity to your financial life by organizing your accounts with a clear purpose. 

 

estate planning

An assessment of your estate planning needs and a recommendation for an estate attorney to help you create the appropriate estate planning documents.

employee benefits review

We help you understand your benefits and create a plan to maximize what's available to you.

investment management

Easy to understand investment recommendations to equip you to manage your accounts in a time efficient and low cost manner. 


 

Ongoing Planning

OVERVIEW: For clients who have completed our comprehensive planning process, we offer ongoing support to keep you on track with your goals and update your plan as life changes.

FEES: Monthly subscription of $150 - $500, with no ongoing commitment

 

what you can expect from us

 

quarterly meetings

Four 60-minute meetings to review your progress, update your action plan, and provide continued recommendations as life changes. 

COMMITTED ADVOCacy

By this time we understand your goals and values well and are better equipped to encourage and hold you accountable to your priorities.

EMAIL SUPPORT

Reach out any time as new questions arise. We're here for you and want to be the first advisor you call as life changes.

PROACTIVE REMINDERS

Our team and tech tools create a system of ongoing accountability. 


 

Start the process with a free planning session


If you are interested in our services, you are welcome to schedule a 30-minute planning session at no cost to you. We'll discuss your planning needs and questions and talk about what you're hoping to accomplish through financial planning. These meetings are held by phone. From there, client meetings are held by phone, video conference, or in person for New York City clients.