Simple, Transparent Pricing That Fits Real Life

Financial planning shouldn’t feel like a mystery. You deserve to know exactly what you’re paying for, with no hidden costs or sales pitches. My pricing is designed to be clear, flexible, and fair—so you always understand the value you’re receiving.

I offer two distinct services:

KLD Total Wealth Method - Ongoing Financial Planning

$275/month

For individuals and couples who want ongoing guidance, accountability, and a trusted advisor by their side—without tying fees to investment balances.

What’s Included:

  • Personalized, values-based financial plan

  • Quarterly review meetings + unlimited support

  • Cash flow, savings, and debt optimization

  • Retirement income planning and projections

  • Tax planning and Roth conversion strategies

  • Insurance and estate planning guidance

  • Coordination with your CPA, attorney, and other professionals

  • Access to your secure online financial portal

Best For:

People who want a comprehensive plan, regular check-ins, and an expert to help them take action—even if they prefer to manage their own investments.

Investment Management

Approximately 1% of assets under management (AUM)
(actual rate varies depending on total assets and complexity)

For clients who want their investments managed professionally—with portfolios tailored to their goals, risk tolerance, and values.

What’s Included:

  • Tax-efficient, low-cost portfolio management

  • Ongoing rebalancing and monitoring

  • Regular investment reviews with personalized recommendations

  • Strategies aligned with your goals, time horizon, and values

  • No commissions, no product sales, no hidden fees

Special Benefit:
👉 Clients with $500,000 or more in managed assets receive ongoing financial planning at no additional cost.

Best For:
Individuals or couples who want professional investment management paired with financial planning support—without extra layers of fees.

Why Clients Choose This Model

If you’ve ever said:

  • “I want one trusted advisor to help with everything.”

  • “I need more than just a plan—I want someone to guide me along the way.”

  • “I want to invest wisely but still align with my values.”

Then this approach is designed for you.

No Hidden Fees. No Sales Pitch.

  • No investment minimums.

  • No pressure. Cancel anytime.

  • Just real advice, a long-term partnership, and support you can trust.

Want More Detail?

Check out my blog:
How Much Does Financial Planning Cost? (And Why It’s Worth Every Penny)

Interested
in Working Together?

Get started in 3 easy steps

  • Our initial meeting is all about you, your goals, and your questions, so that we can determine if we are potentially a good fit.

  • I will create a personalized, high-level overview for you so that you can get a feel for the process. Whether we work together or part as friends, this overview will be yours.

  • We review your planning overview and discuss how you can start focusing on your ideal retirement lifestyle and worry less about your finances. This is a NO PRESSURE meeting. No sales pitch, no commitments.

  • During your strategy session we will complete your planning overview including opportunities to achieve your goals and dreams. I will not ask you to decide then and there. The goal is to take the evening and decide if the results are what you want.

    We schedule a quick meeting for the next day to see if you have any questions and see if you want to get started.

    Either way, the plan is yours. No strings attached.