Cost Calculator

1

What's your name?* This field is required.

First Name

Last Name

2

What level of guidance are you seeking?* This field is required.- Gallery: One page plan over two meetings - Atelier: Full service + comprehensive planning + investment & tax analysis - Post-Atelier: A step down option

The Gallery Package

The Atelier Package

Post-Atelier Maintenance Mode

3

How would you like to meet for your retreats?* This field is required.

In person (within 200mi of Oakland, CA)

Over Zoom

4

What is your family status?* This field is required.

Single, no dependents

Single, with dependents

Married/Partnership, no dependents

Married/Partnership, with dependents

5

What is your household gross income before taxes?* This field is required.Include all income sources.

less than 50,000

$50,001-150,000

$150,001-250,000

$250,001-350,000

$350,001-450,000

$450,001 or more

6

How many investment accounts do you have?* This field is required.Include accounts like a 401k, IRA, 529, as well as nontraditional accounts like Robinhood, Acorns, Coinbase etc.

0

1-2

3-4

5+

7

Are you self employed and/or have business income?* This field is required.This includes rental properties, staking/mining.

YESNO

8

Do you have any equity based compensation?* This field is required.Such as ISOs, RSUs, ESPP etc.

YESNO

9

Do you own any real estate?* This field is required.

Rent

Home only

Home and/or Vacation home

Home and/or Commercial real estate

10

How much consumer debt do you carry?* This field is required.This is credit cards, personal loans, equity line of credit. Do not include your mortgage or student loans.

less than $20,000

$20,000-100,000

more than $100,000

11

Do you have any student loans?* This field is required.

None

Less than $200,000

$200,000-400,000

More than $400,000

12

How many years until you plan to retire?* This field is required.

15+ years

10-15 years

less than 10 years

Currently retired

13

Are you an expat?* This field is required.Or are you involved in any cross-border situations?

YESNO

14

See next screen for pricing and details.* This field is required.Please enter your email address. No spam! You'll see your results when you click next.

example@example.com

15

Available after your initial 1 year Atelier engagement.

Once your finances are dialed in, you’re ready for maintenance mode. For $250/mo., you get the following:

Two 1-on-1 check in meetings
Email support throughout the year
Reserve access to a powerful suite of financial planning, investing, and cash flow tools
Secure cloud storage for your important documents
A $150 discount on tax preparation fees
Additional 1-on-1 consultations at $350/hr

Remain on your Atelier-level monthly plan if you would like ongoing guidance, free on-demand consultations, quarterly meetings, and proactive investment monitoring.

*Prices updated yearly

16

Your estimated price for a one year engagement is $ per month plus $2,500 onboarding. After this period, you can choose to continue on a month to month basis. Prices are updated yearly.

What's included:

Personal lifestyle design
Four to twelve 1on1 meetings to put your plan into action
An easy, effective cash flow system to support your lifestyle
Direct investment guidance, model portfolios, and insightful research
Risk management: insurance analysis and estate planning support
A discount on tax prep services - yes, we do taxes, too!
Email anytime you need help making a smart financial decision!

...and of course you can rely on me as a resource as new opportunities and challenges arise.

Take a tour of a sample financial plan

Click next to save your price quote and view my calendar.

17

Your estimated price for a two year commitment is $ per month and no onboarding cost. After this period, you can choose to continue on a month to month basis. Prices are updated yearly thereafter.

This includes:

Personal lifestyle design
4-12 meetings in the first year, quarterly meetings thereafter
Direct guidance for your investments - *NO performance based fees*
Access to high quality, attorney supported estate planning at a steep discount
Tax season discount

...and of course you can rely on me as a resource as new opportunities and challenges arise.

Click submit to save your price quote and view my calendar.

18

View an example One Page Plan

Click NEXT to save and get on my calendar!

*Prices updated yearly

19

Preview the Map to Prosperity
View a sample One Page Plan
About the financial tracking app

Click submit to save and get on my calendar!

*Prices updated yearly

20

Your estimated tax fee is $ , due when your tax return has been prepared, or in advance of your tax analysis meeting, as applicable.

If you decide to partner with me for a deep dive into your full financial life, your tax fee can be used toward the initial collaboration fee if you sign up before May 31st.

Click submit to view my calendar and schedule your initial tax consultation at no cost.