What will you get?
1. Initial conversation to learn about your financial situation, goals, and the areas where you’re looking for help. There is no fee for the initial consultation.
2. Personalized financial plan. We’ll gather the information needed to develop a comprehensive financial plan and investment strategy designed around your goals.
3. Implementation. We’ll work together to put your plan into action and coordinate the different pieces of your financial life.
4. Ongoing planning & advice. We’ll continue to monitor your progress, answer questions, and adjust your plan as your life and financial circumstances change.
5. Investment management. We provide ongoing portfolio management designed around your financial plan, including portfolio construction, rebalancing, tax-loss harvesting, tax-efficient asset placement, and other tax-efficient investment strategies.
How we meet: We work primarily with clients virtually, with occasional in-person meetings available locally in the Bay Area.
What does it cost?
Our fees are straightforward and transparent.
One-Time Onboarding Fee
Single-income household: $795
Married/dual-income household: $1,495
Ongoing Financial Planning
Single-income household: $199/month
Married/dual-income household: $299/month
Investment Management
0.25% of assets annually
Planning fees may be higher for situations requiring additional time or complexity. We’ll discuss any additional fees with you before beginning our work.
As a fee-only financial planning firm, our compensation comes directly from our clients. We do not receive commissions for selling financial products.