Have the peace of mind that my sole focus is on meeting your needs

Fiduciary Statement


mvp

Focused Engagement

Perfect for:

 
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Pricing: $600


pair programming

3 MONTH HACKATHON

Perfect for:

 
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Pricing: $2000


FULL STACK SUPPORT

Ongoing planning & investment management

Perfect for:

 
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Pricing: $1800+/yr


MVP

Focused Engagement

In software development, MVP stands for Minimum Viable Product. The MVP is intended to deliver the most amount of value in a short time frame and with low costs. It won't have all of the bells and whistles, but it could have incredible impact on your financial future. Especially if you are younger and have time on your side, a few tweaks now can be the difference between constant struggle and financial independence.

1 month engagement

  • Two 60 minute meetings

    • Meeting 1: Detailed information gathering

    • Meeting 2: Recommendation and discussion

  • Phone/email support as needed

  • You choose the topic

    • Cash flow planning

    • Debt management/payoff plan

    • Investment/401k review & advice

    • Unbiased 2nd opinion


pair programming

3 Month Hackathon

You should never get into something unless you understand it. One very effective way of learning in the world of software is called Pair Programming, which is the process of sitting side-by-side (either literally, or via screen sharing) with someone else to develop a solution together. Not only do you pick up on the high level basics, but you also get to see the nuances and "gotchas" that go into personal finance. This process also creates a more robust solution through the benefit of multiple perspectives.

The Pair Programming Hackathon is an intensive program that consists of five 1-hour meetings within a 3 month period. We will start with a review of your current situation, determine your primary goals, and create a clear picture on how to attain them. In the following months we will begin crafting a comprehensive plan that will cover all of the major topics. At the end of the engagement, you will be equipped with a solid understanding of the subjects covered, detailed investment strategy to implement, and a professional financial plan in hand.


full stack support

Ongoing Financial Planning and Investment Management

Partner with a professional planner to relieve you from the stress and burden of going it alone. Live with intention, live with purpose.

And if there is any guarantee, it's that life happens and plans change. So it's good to have someone in your corner who is bound to always act in your best interest. The major benefit of this service is that it encourages open communication, so you never need to hesitate to reach out.


PRICING

 
Total Portfolio Value Annual Advisory Fee
$0 - $250,000 $1,800
$250,001 - $500,000 $2,700
$500,001 - $1,000,000 $4,200
$1,000,001 - $2,000,000 $6,000
$2,000,001 - $4,000,000 $9,000
$4,000,001 and above $15,000
 

* Our standard advisory fee for the Full Stack Support is based on complexity of the individual client. There is an initiation fee that ranges from $600-$1500. Complexity is determined by using the market value of the client household’s total investment portfolio. Total investment portfolio is inclusive of, but not limited to, IRAs, taxable accounts, college savings accounts, HSAs and employer plans such as 401(k)/403(b)/457. Equity in primary residence is excluded.