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PLAN FOR A SUCCESSFUL
FINANCIAL FUTURE - TOGETHER.

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How we work together

One-time Plan

Ideal for:
• engaged couples
• newlyweds
• couples considering a prenup

$3,600 Flat Fee
  • Financial plan for joint and individual goals
  • Plan to merge finances
  • Health plan comparison
  • Plan for first joint tax return
  • 4 Premarital Sessions:
    • Initial Plan
    • Focus Session 1
    • Focus Session 2
    • Final Plan
  • Prenup Prep Service
    • Financial schedules prepared for prenup disclosures
    • Attorney search help and coordination
  • Newlywed Session: book during your first year of marriage to review action plan and newlywed checklist

Ongoing Planning

Ideal for:
• couples with separate assets
• stock compensation
• trust income

$5,400 Year 1
$4,800 Year 2+
  • Get an organized long-term plan in place

  • Tax, insurance, and estate planning

  • Coordination with your CPA, Attorney, and HR rep

  • Ongoing help with financial decisions as they come up

  • Unlimited meetings for education, budget reviews, and “no-decision” money discussions

  • Prenup prep service is included at no additional charge, if applicable

  • Typical meeting frequency year 1: 3-6x + email coordination

  • Typical meeting frequency year 2+: 2-3x + email coordination

Investment Management

Ideal for:
• working parents
• busy professionals
• delegators

Up to $1M: Included
After $1M: .48% or less

For Financial Planning clients only

👈 All Ongoing Planning Services
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👇 Investment Management

  • We’ll invest in a diversified portfolio fit for your risk tolerance and goals.

  • Primarily low cost passive index funds.

  • Tax loss harvesting, if appropriate.

  • No stock picking. No market timing strategies.

*Cost is based on value of investment assets. See fee breakdown below.
Investment Management Fees
<$1 Million
Included
$1-5 Million
.48%
>$5 Million
$24,000
Investment management fee will not exceed $24,000 annual maximum

one-time plan

Premarital Sessions

Initial Plan

90 Minutes

We’ll look at your full financial picture together and make a plan for your future goals.

We will also look at how different choices or life changes affect your long-term projections.

Focus Session

60 Minutes

We’ll focus on a specific topic area. We’ll choose the topic together based on the priorities we identify in your initial planning session.

Most common focus session #1:
Merging Finances

Focus Session

60 Minutes
Most common focus session #2: Prenups 101 Other options for focus session topics include:
  • Investing 101
  • “No decision” money talk
  • Retirement Accounts

    • Final plan

    60 Minutes

    We’ll review the steps I recommend to make your ideal plan a reality. We will also review my recommendations regarding health insurance, taxes, and investments. 

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    Additional Services

    Prenup Prep

    Included
    Have the financial schedules prepared for you. These are required for your prenup disclosures.

    Includes attorney selection help and coordination.

    Online Portal

    Included
    You’ll have access to the online portal for 12 months. All recommendations will be assigned to you in the form of tasks that you can track and mark complete in the portal.

    Newlywed Plan

    Included
    One complimentary Newlywed session is included in the one-time plan package. Book anytime in your first year of marriage. We’ll review a newlywed checklist and action plan.

    Focus Sessions

    $200 Each
    If you want to meet for additional focus sessions you can book these for an additional $200 each. Most couples don’t need another, but they can be helpful during the prenup process.

    Ongoing Financial Planning

    Discovery

    60 Minutes
    I will guide you through a conversation focusing on your concerns, goals, and desires with the aim of understanding what’s important in your plan.

    Don’t worry – you don’t need to know all the answers.

    Initial Plan

    90 Minutes
    We’ll look at your full financial picture together and make a plan for your future goals.

    We will also look at how different choices or life changes affect your long-term projections.

    Final Review

    30 Minutes
    We’ll review the steps I recommend to make your ideal plan a reality. We will also review my recommendations regarding health insurance, taxes, and investments.

    Ongoing

    You’ll get an invitation to schedule a review 3 times per year. You can reach out to schedule additional sessions as-needed.

    I’ll be your ongoing financial decision partner and update your plan as life changes.

    Staying On Track

    I’ll track the remaining and recurring items to address as part of your financial plan. When applicable, I’ll send you relevant reminders or handle the related tasks for you.
      Examples of items may include:
    • recurring decisions related to stock compensation
    • investment plan for annual bonus payouts
    • planned savings or gifts
    • cash available for estimated tax payments
    • annual trust distributions

    Prenups aren’t just for divorce

    If you have prenuptial agreement, it is an important component of the financial planning process from the day it is first drafted. If you don’t have one, that is relevant to your financial plan as well.

    I specialize in financial planning for couples with

    • Prenuptial agreements
    • Postnuptial agreements
    • Prior marriages
    • Blended families
    • Other separate financial interests

    It might sound surprising but this is most married
    couples. If you don’t have a prenuptial agreement, your marital and separate property is defined by your state. Whichever situation applies to you, let’s make sure you’re planning appropriately.

    HEALTHY RELATIONSHIPS INCLUDE UNCOMFORTABLE CONVERSATIONS

    Couples’ financial interests aren’t always perfectly aligned. That’s OK. Let’s talk openly about setting your partnership up for success.

    Most financial planning training assumes couples will come to us with the same financial goals and that prenups only become relevant upon a divorce, but that isn’t reality.

    Prenuptial agreements are great ways to be completely transparent about finances before marriage. They can also be used to plan for how you’ll manage finances during marriage and what will happen to your assets when a spouse dies.

    You don't have to choose

    between planning for your shared future vision and having your own financial goals.

    LET'S TALK