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WHAT'S IMPORTANT ABOUT MONEY TO YOU?

How we work together

One-time Financial Plan

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

$2,400 flat fee
  • Premarital financial
    planning.
  • Or, plan for a specific goal like a new home purchase or a career change.
  • 90-minute initial plan session.
  • 30-minute final plan session.
  • 12 months of access to your online planning portal.

Add-on Services

60 minute Sessions

$200 each
  • “No-decision” money
    discussion
  • Budget review
  • Prenups 101
  • Investing 101
  • Retirement Accounts 101

Prenup Prep

$400 flat fee
  • Preparation of each partner’s financial schedules to be included in their prenuptial agreement disclosures.
  • Coordination with attorney(s).

Ongoing Financial Planning

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

$4,000 per year
  • Get an organized long-term plan in place.
  • Tax, insurance, and estate planning.
  • Coordination with your
    CPA, Attorney, and HR rep.
  • Unlimited meetings for
    education, budget reviews, and “no-decision” money
    discussions.
  • Prenup prep service is
    included at no additional
    charge, if applicable.

Financial Planning + Investment Management

Ideal for:
• working parents
• busy professionals
• delegators

$4,000-$20,000 per year*
All ongoing financial planning services + Investment management:
  • We’ll invest in a diversified
    portfolio that is in line with
    your risk tolerance and
    long-term goals.
  • Primarily low-cost passive
    index funds.
  • Tax loss harvesting, if
    appropriate.
  • No stock picking or market
    timing strategies.
*Cost is based on value of investment assets. See fee breakdown below.
Value of Accounts
<$400,000
$4,000
$400,000 – $2 Million
1%
$2 Million +
$20,000

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.