Pricing Question
Do I sign a contract?
Ongoing Planning Yes, you do sign a 12-month contract that transitions to a month-to-month contract after the first 12 months.
What if I want to switch plans?
Flexible Options You're welcome to switch plans annually. Between annual reviews, changes are handled on a case-by-case basis. After all, we're here to improve your financial position and confidence, not harm it.
What happens if my income drops?
Human First Approach This isn't a cut-and-dried contract. We're human, you're human, and sometimes life just happens. With that said, we'll work with you when it comes to this. I said it once, and I'll say it again: after all, we're here to improve your financial position and confidence, not harm it.
Do you file my taxes?
We Help You Save Not File No—we do tax planning (strategies to minimize what you owe). We work alongside your CPA or can refer you to one.
Are there any hidden fees?
Fee-Only Approach No. Your monthly fee covers everything listed in your plan. Investment accounts have minimal fund fees (industry standard), but no additional advisor fees.
Are you a fiduciary?
CERTIFIED FINANCIAL PLANNER® Yes. As a CFP®, I'm legally required to act in your best interest, not sell you products.