Most engagements start with a 60 minute introductory meeting. There is a one-time fee of $250 for an Introductory Meeting. During this meeting we will get to know one another as well as discuss your situation and the scope and timing of desired services. We often provide actionable high-yield financial advice during this meeting. At or after the meeting you can decide if you’d like to proceed with additional financial planning services with no obligation to continue. Our hourly rate for financial planning services (whether performed before or after the introductory meeting) is $360/hour.
Use the contact form below to get in touch with us. We will only use your information to reply to your inquiry, and you will not be placed on any email or other solicitation list.
We typically reply within a week. Please check your spam folder or call us if you have used our contact form below and have not received a timely response.
NOTE: We currently have a wait list and most new client engagements won’t likely start until early spring, 2025. If you’d like to be added to the wait list, fill out the contact form below and we’ll send you additional information.
By providing a telephone number and submitting the form you are consenting to be contacted by SMS text message. Message & data rates may apply. Reply STOP to opt out of further messaging. We will never send group texts, solicitations, advertisements, or similar. We rely on email to communicate with you and will send text messages only in a direct response to a text message you initiated.
Mobile Privacy Policy: No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.