Let's Build a Plan

Here's What You Can Expect for Process and Pricing:

First, we set up an intro meeting to determine if we're a good fit to work together.
  • Fire away with all of your questions. This is an important choice for you to make - there are no stupid questions when it comes to money and investing. 

  • We'll use a pricing calculator together so you know exactly what to expect.

  • Flat-fee pricing starting at $2,400 per individual, or $3,600 per household (you + partner/spouse)

  • No follow-up sales pitches or phone calls.


Next, we sign an advisory agreement, which gives us an initial 6-month period to work on the financial planning topics most important to you. Details:

  • Every 6-month engagement is advice-only. You ask questions, I give answers and make written recommendations as we build your financial plan. We have unlimited interactions/meetings for up to six months. I'm on the team until your questions are answered.
  • If you need help getting your portfolio set up, we can work together so you can pull the levers on the changes I recommend. 

  • Need a financial partner for the long-term? Need to delegate the investing process? It's easy to extend our initial engagement indefinitely via Portfolio Management Services.


OK...But, How?

Everything you could ever want to know about the financial planning process:

Once we're off and running, we start by gathering ALL THE DATA. I'll break this down into small requests, with tips on how to best complete these tasks. Steps:

  1. You'll get your own client website, which acts as a central hub for your financial life (take a test drive here). This is where we'll directly plug in your various accounts and build a live, personal balance sheet. We'll also add future goals, household spending estimates, and much more. This information will serve as the inputs for the financial planning software we'll use together.
  2. We'll set up our first official meeting, literally titled "Get Organized."
  3. During our meeting we have a chance to talk in detail about all the things that aren't easily explained by the numbers, and to answer some of the questions we'll have for each other after the data gathering process.
  4. OPTIONAL: This is also our first chance to officially air grievances about the Seattle Mariners.





Do You Need Ongoing Help?

Portfolio Management Services:

If you need help with direct management of your investments after we go through the planning process, or you just want your portfolio set up professionally before you eventually decide to manage accounts yourself, you can opt in to use Portfolio Management Services. This optional service is based on the total assets directly managed at our third-party custodians (Betterment or Schwab), with a 0.50% annual advisory fee broken up quarterly. It's built in to seamlessly activate as part of our advisory agreement if you decide to utilize it. The typical minimum portfolio size is $100K.


Schedule an Intro Chat