Choose 1:1 financial planning, investment strategies, or custom workshops designed for your goals.
Your 1:1 consulting engagement, providing holistic financial coaching and planning for 4-12 months.
$208/mo
Discounted pricing spots available
Includes:
Values-based financial roadmap
Ongoing support for 4 to 12 months
Accountability sessions to keep you on track
A separate ongoing engagement for expert guidance and oversight of your investible assets for 1-4 months
0.50%/yr of AUA
Due at the beginning of each month
includes:
Socially responsible investing centered around your values
Tax planning considerations
Portfolio rebalancing
Ongoing support
Customized financial education workshops for your team, organization, or group.
$650/workshop
Starting price
Options:
1 to 4-part customized series
Content tailored to your group's unique needs
Pricing adjustable for budget and complexity
Expert-led session
