Financial Planning Services

One hour, one year.

You decide.

The 60 Min Session

A focused 1-hour consultation with a CERTIFIED FINANCIAL PLANNER® to address up to three specific questions about your finances.

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

Schedule a 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.

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  • 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.

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  • 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.

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  • 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.

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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.

Client Profile:

  • Individuals earning gross annual income between $75,000 and $150,000

  • Couples earning gross annual income between $150,000 and $300,000

  • Investable portfolios are $0 to less than $250,000

You are ready for:

  • Annual planning engagement

  • A modern, values-driven and technology-powered approach

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

  • Confidence investing your monthly cash flow savings

  • Safeguard what matters most through estate and insurance planning

Service Pricing: $133 - $333 per month

AWARENESS

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

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 $250,000 to $1 million

You are ready for:

  • Primary or Secondary Home purchase planning

  • College savings planning

  • Retirement income and distribution planning

  • Coordinated planning with CPAs and attorneys

  • Professional Asset Management (Optional for an additional advisory fee)

Service Pricing: $375 - $666 per month

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

Client Profile:

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

  • Couples earnings gross annual income over $1 million

  • Investable portfolios between $1 million to $5 million

You are ready for:

  • Small Business Retirement Savings and Succession Planning

  • Employee Stock Option Strategies

  • Advanced Tax, Insurance and Estate Planning and Optimization

  • Retirement Income and Distribution planning

  • Inheritance and legacy planning

  • Coordinated planning with various professionals

Service Pricing: $700 - $1,000 per month

ABUNDANCE

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

For households with investable portfolios over $5 million.

You are ready for:

  • World class service and high touch ongoing support

  • Sophisticated tax, investment, insurance and estate planning strategies

  • Leadership in philanthropy or family wealth education

  • Private investment opportunities

  • Access to network of vetted professionals

How we support you:
With mindful attention and masterful strategy, we help you steward your abundance into freedom — for yourself, your loved ones, and the world you wish to touch.

Annual Service Pricing: $1,250 - $2,500 per month

Schedule a Call