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Individuals and Families

Ready to Overhaul Your Finances?

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Introducing Our Most Comprehensive Package: VIP Financial Planning

Word on the street is that you need a financial planner... but what does that actually mean? In a nutshell, the financial planning process helps you get clear on your goals, evaluate your current strategy, and figure out what changes you need to kick ass at those goals.

Our process unfolds over three 90-minute meetings and covers THE WORKS: budgeting, debt, credit scores, estate planning, employee benefits, insurance, investments, retirement, and social security. As a bonus, you get 30 days of phone and email support after plan delivery, to help make sure you're successful implementing your action items and recommendations!


  • You need assistance prioritizing multiple competing short- and long-term goals.
  • You want to double down on building the retirement of your dreams.
  • You’re ready to get on the same financial page as your partner(s).
  • You know you could be doing more to optimize your insurance and workplace benefits.
  • You’ve built up a good bit of savings, but are not sure what to do with it.
VIP Planning for Individuals - one payment of $2400
VIP Planning for Families - one payment of $3600
VIP Planning for Individuals - six payments of $400
VIP Planning for Families - six payments of $600

Need just a little help?

Here are some other options to get you started!

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Just have a couple financial questions to discuss? Want some good old fashioned brain pickings from a bona fide money nerd? Our hourly sessions allow you to control the conversation. Simply make your list of questions, choose a time that works for you, and get ready to talk money!

Book an Hourly Session - $250
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If you're looking to go deeper on one topic, with extra time for questions, our two-hour Discovery Sessions can help. We've got options to help you build your budget and manage your debt, or get started as a DIY investor!

Book Your Investment Discovery Session - $500
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If you're looking for a retirement plan without all the bells and whistles, the Retirement Mini-Plan is for you. We'll uncover your retirement goals, then recommend investment choices and savings targets to help you get there!

Retirement Mini-Plan for Families - $1800

Looking for MORE Support?

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Much like a personal trainer for your finances, the job of a financial coach is not just to help you set goals, but to provide regular education, accountability, and mentorship to help you actually achieve them. We'll meet once or twice per month, with unlimited email support between sessions.

2 sessions - $500/month


Once your initial plan is complete, we'd love to help you implement it! With this service, we'll help you open your accounts, handle all investment implementation, and keep your plan documents up to date with our quarterly meeting calendar!

Download our ongoing planning brochure
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Ready to dive in?

Book your free 15-minute intro call today!