We provide fiduciary advice that is objective and proactive. We help you find out what you most want out of life, get organized and stay accountable. We provide financial education and partnership throughout the market and life’s ups and downs.
We deliver comprehensive and holistic advice on cash flow, Social Security, retirement projections, taxes, insurance, college funding, financial aid and much more. We manage your investments at Charles Schwab. We provide rebalancing recommendations for your TSP/401(k).
Partnered Planning is best suited for folks transitioning from federal government to the private sector, individuals retiring in the next 1-5 years, and individuals who do not want to spend time or energy managing their own investment portfolios.
Not suited for prospects carrying credit-card debt or clients with very large student loans
For Core Plan clients, life has gotten more complicated and they are not sure if they are taking advantage of all their opportunities or synchronizing their competing goals. Core Plan clients are looking for unbiased, third-party financial advice but want to implement the financial recommendations on their own.
We meet six times over twelve weeks to build out your financial life plan. We deeply connect with you to understand your financial situation and life dreams and goals. We provide action items around retirement, Social Security, investments, college funding, insurance and taxes at the end of each meeting.
The Core Plan is best suited for mid-career professionals who want to get serious about saving and investing and DIYers who want to validate their current trajectory and explore new financial strategies.
Not suited for prospects who will get bogged down with implementation or clients who do not want to manage their own investments.
A Strategy Session will start with a one hour and forty-five minute call to discuss personal finance, investing principles and more. To guide your next steps after the Strategy Session, we will send you high-level notes and additional resources. Due to the limited nature of a Strategy Session, we cannot spend time on research in advance of the meeting, and thus, only certain personal finance topics are available for discussion.
A Strategy Session is best suited for early career professionals looking for guidance on new or unfamiliar terrain. Strategy Session clients want to learn more about basic investing, cash flow/budgeting, employee benefits and other areas of personal finance. We want to spark your interest in further learning and to set you on the path to obtaining financial independence.
Not suited for prospects contemplating retirement, tax planning or clients facing major decisions that need financial modeling in financial planning software.
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Not available for residents of CA, LA, WA
We always start the process from the same core place – you. Without truly understanding your goals, dreams and needs, advice around money will fall short. Logbook provides advice for your one most precious life. Once we understand your highest priorities and the vision for your best life, we can build a financial framework around money to set the strategies. Our 30-minute introductory call will determine which service offering is best and if we are good fit together.
Absolutely! We use cutting-end technology to collaborate with clients around the world. We will send you our state-required service agreement, privacy policy and advisor disclosure brochure in DocuSign. After completion, we will send your invoice for bank transfer payment in Wave. Partnered Planning and The Core Plan clients will complete a Client Profile and Risk Tolerance questionnaire in PreciseFP. Partnered Planning and The Core Plan clients will receive a log-in to their Logbook client portal in eMoney and with an encrypted document vault for secure document collection. Don’t worry, we are here to help every step of the way!
We provide quality, conflict-free advice without minimums. In the interest of transparency and fairness, our firm’s hourly rate is $375/hour. Strategy Sessions are $750. The Core Plan ranges from $3,500 to $5,625 based on the number of meetings and plan complexity as determined on the introductory call. The average Core Plan is $3,750. Partnered Planning is based on a percentage of assets under management between 1.0% - .35% with a minimum quarterly fee of $900 and one-time set up fee of $1,200.
Ideal for clients that want to establish a lasting partnership with a CERTIFIED FINANCIAL PLANNER™ for ongoing financial life planning and investment management.
Designed for folks that want a comprehensive, deep dive into their financial life on a short-term project basis but want to implement the financial recommendations on their own.
Best for folks who are earlier in their careers and want to strategize about basic investing, cash flow/budgeting, employee benefits and other areas of personal finance.