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:
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
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:
...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
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:
...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.
View an example One Page Plan
*Prices updated yearly
Preview the Map to ProsperityView a sample One Page PlanAbout the financial tracking appClick submit to save and get on my calendar!*Prices updated yearly
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.