Choose 1:1 financial planning, investment strategies, or custom workshops designed for your goals.
1:1 Money Alignment Journey
$208/mo
Your 1:1 consulting engagement, providing holistic financial coaching and planning for 4-12 months.
includes
Values-based financial roadmap
Ongoing support for 4 to 12 months
Accountability sessions to keep you on track
Values-Aligned Investing
0.50%/yr of Assets Under Advisement (AUA)
A separate ongoing engagement for expert guidance and oversight of your investible assets for 1-4 months
includes
Socially responsible investing centered around your values
Tax planning considerations
Portfolio rebalancing
Ongoing support
Workshops for Groups & Orgs
Starting Price
$650/workshop
Pricing plans tailor-made for your organization.
includes
1 to 4-part customized series
Content tailored to your group's unique needs
Pricing adjustable for budget and complexity
Expert-led session
