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PLAN FOR A SUCCESSFUL
FINANCIAL FUTURE - TOGETHER.

Let's talk

How we work together

One-time
Financial Plan

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

$2,400 flat fee
  • Premarital financial planning
  • 90-min. initial plan session
  • 30-min. final plan session
  • 1 add-on session of choice
  • 12 months of access to your online planning portal with trackable recommendations.

Add-on Services

60 minute Sessions

$200 each
  • Prenups 101
  • Merging finances
  • “No-decision” money
    discussion
  • Investing 101

Prenup Prep

$600 flat fee
  • Preparation of each financial schedule to be included in your prenup disclosures.
  • Attorney selection help.
  • 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.
  • 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 at no additional
    charge, if applicable.
  • Typical meeting frequency: 3-6x per year + email coordination.

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.

SCHEDULE A CONSULTATION