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How we work together

One-time Plan

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

$2,400 flat fee
  • Financial plan for joint and individual goals

  • Plan to merge finances

  • Health plan comparison

  • First joint tax return plan

  • 3 sessions:
    1. Initial plan – 90 min
    2. Focus session – 60 min
    3. Final plan – 30 min

  • 12 month access to the planning portal with trackable recommendations.

Add-on Services

$200 EACH

60 minute sessions to focus on a specific topic area.

Topic choices include:

  • Prenups 101

  • Merging finances

  • “No decision” money discussion

  • Investing 101

One session is included in the one-time financial planning package. Additional sessions beyond that are $200 each.

If you aren’t sure which topic you want to pick yet, I can recommend one based on an area of need following our initial financial planning session.


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

  • Attorney search help.

  • Coordination with attorney(s).

  • Revisions as-needed.

Ongoing Planning

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

$4,000 per year
  • Get an organized long-term plan in place.

  • Keep savings on track.

  • 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, if applicable.

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

Investment Management

Ideal for:
• working parents
• busy professionals
• delegators

$4,000-$20,000 per year*

👈 All Ongoing Planning Services
👇 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
$400,000 – $2 Million
$2 Million +

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.


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.