Financial

Planning Services

One hour, one year.

The 60 Min Session

A focused 1-hour consultation with a

CERTIFIED FINANCIAL PLANNER®

to address 1-3 specific questions about your finances and plan moving forward.

Includes a personalized follow-up summary with notes and recommendations.

Schedule Session
  • Young woman with curly hair and glasses sitting on a red rug, working on a laptop, leaning against a beige sofa in a bright living room.

    AWARENESS PLAN

    You are seeking clarity to understand your cash flow, to manage debt wisely, and to plant the first seeds of sustainable wealth.

    Learn More
  • A couple sharing a kiss in a kitchen. The woman is sitting on the stove with one foot on an oven handle, wearing ripped jeans and a white tank top. The man is standing in front of her, wearing a gray t-shirt and jeans.

    GROWTH PLAN

    You have made progress — and you feel the momentum. Now, you're ready to construct something lasting.

    Learn More
  • An elderly man and woman stand close together in front of a green leafy hedge, smiling and looking into each other's eyes, with the man holding the woman’s hand and the woman resting her hand on the man's shoulder.

    ABUNDANCE PLAN

    Success has arrived — yet you know that wealth, without wisdom, can slip through your hands like water.

    Learn More
  • Family of four standing in front of a wooden door decorated with paper lanterns, dressed in traditional Vietnamese clothing, with two women wearing long orange dresses and a man and boy in white shirts and gray pants, holding hands.

    FREEDOM PLAN

    You have moved beyond accumulation — you are now cultivating legacy, impact, and deep personal freedom.

    Learn More
A man and woman smiling and looking at a laptop together at a table in a home. The woman is wearing glasses and a white shirt, the man is leaning forward with his hand near his face and has tattoos on his arm.

AWARENESS PLAN

Service Price

$150 - $300 per month

Awareness Client Profile

  • Individuals earning gross annual income between $75,000 and $149,999

  • Couples earning gross annual income between $150,000 and $299,999

  • Investable portfolios are between $250,000 to less than 1 million

Ready for…

  • A values-and-goals driven and technology-powered approach

  • Clarity and control over your day-to-day spending

  • Confidence investing in simple, low-cost strategies you understand

  • Basic tax, estate and insurance planning

Schedule Free Call
A woman with long dark hair tied in a ponytail is gardening, tending to green plants in her backyard. She is wearing gardening gloves, a floral top, and jeans, and is leaning over to examine or prune the plants next to a modern house with large windows.

GROWTH PLAN

Service Pricing:

$200 - $400 per month

Growth Client Profile

  • Individuals earning gross annual income between $150,000 and $499,999

  • Couples earnings gross annual income over $300,000 and $999,999

  • Investable portfolios from $1 million to $5 million

Ready for…

  • Home purchase planning

  • Education savings planning

  • Retirement savings & income planning

  • Coordinated planning with CPAs and attorneys

Schedule Free Call
An elderly couple smiling and holding hands outdoors in front of a green leafy hedge.

ABUNDANCE PLAN

Service Pricing

$500 - $1,000 per month

Abundant Client Profile

  • Individuals earning gross annual income between $500,000 to $1 million

  • Couples earnings gross annual income over $1 million

  • Investable portfolios between $5 million to $15 million

Ready for…

  • Advanced cash flow planning

  • Advanced tax planning

  • Advanced insurance planning

  • Advanced estate planning

Schedule Free Call
A woman and two children sitting on a rocky outcrop, overlooking a forested valley and rocky peaks in the distance under a blue sky with wispy clouds.

FREEDOM PLAN

Service Pricing:

$1,500-$3,000 per month

When investable portfolios are over $15 million, you are ready for:

  • On-demand support and world class service

  • Sophisticated tax, investment, insurance and philanthropic planning strategies

  • Leadership in Charitable Giving strategies and family wealth education

  • Access to network of vetted professionals and private investment opportunities

Schedule a Call