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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!

FINANCIAL PLANNING MAY BE A GOOD FIT IF:

  • 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 $1297
VIP Planning for Families - one payment of $1747
VIP Planning for Individuals - three payments of $477
VIP Planning for Families - three payments of $647

Need just a little help?

Here are some other options to get you started!

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Y&S HOURLY SESSIONS
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 - $200
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Y&S DISCOVERY SESSIONS
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 - $347
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Y&S RETIREMENT MINI-PLAN
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 - $897

Looking for Ongoing Support?

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ONGOING COACHING

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 - $347/month

INVESTMENT MANAGEMENT

If DIY-ing your investments sounds stressful and time-consuming, we got you. As your investment manager, we'll help you open your accounts, get your money all in one place, figure out where your money needs to go, and then implement all the trades on your behalf. 

More than $25k under management - 1% of assets managed.
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INTEGRATIVE INVESTMENTS & PLANNING

If you like the sound of a comprehensive financial plan, but already know you want help implementing and managing your investments over time, we can dive right into both! 

More than than $250k under management - 1% of assets managed.

Ready to dive in?

Book your free 15-minute intro call today!

BOOK MY FREE SESSION