Our Services

The Starting Line

For recent grads and early-career professionals
You're in the early stages of your financial journey, and it's time to get organized and build momentum. This package helps you:

  • Create a cash flow system that works for your lifestyle

  • Evaluate and manage student loans or other early debt

  • Begin saving intentionally for short- and long-term goals

  • Navigate your workplace benefits (401k, HSA, insurance, etc.)

  • Establish a plan to build credit and set a strong financial foundation

Includes: Personalized planning dashboard, messaging support, and check-ins every 4 months.
$50 / Month

The Climb

For couples and professionals leveling up in life and work
You're building momentum. Career, family, and goals are all expanding. We help you harness that growth through:

  • A focused savings & investment strategy aligned with your goals

  • Smart tax planning and optimized withholdings

  • Strategies for home buying, debt payoff, and college savings

  • Coordinated planning for couples (shared finances, decision-making, etc.)

  • Investment guidance tailored to your risk profile

Includes: All Starting Line services, tax strategy review, and quarterly meetings.
$100 / Month

The Peak

For business owners, entrepreneurs, and high earners looking for strategy and efficiency
Your finances are more complex, and you're ready for structure, delegation, and optimization. This package helps you:

  • Strategically plan for business and personal taxes

  • Separate and streamline business/personal finances

  • Maximize SEP/Solo 401k or employer plan contributions

  • Develop multi-year investment, savings, and income strategies

  • Explore advanced tools like backdoor Roths or donor-advised funds

Includes: All Climb services, plus tax projections, business integration, and access to quarterly planning calls + as-needed meetings.
$150 / Month

Investment Management

Investment Management

Some clients already have a solid plan. They just want someone to handle their investments. I offer standalone investment management with a transparent fee structure to keep your portfolio aligned with your goals.

Investment Management Fee

  • 1% on the first $249,999

  • 0.75% from $250,000 - 499,999

  • 0.50% on $500,000 +

The best part? There are NO minimums to invest with me. You can open your account with zero dollars. Congratulations on your first step!

Interested in our Process?