Pricing & Process

WHAT YOU CAN EXPECT

TRANSPARENCY

Our Pricing

Every engagement starts with an initial financial life plan. Initial planning engagements start around $4,000, billed at $350/hour and cost can vary based on complexity. Most plans include 15-25 hours of work over a 2-4 month period. You will receive a quote after our initial consultation before deciding if we should work together.

I’m a firm believer that everyone can use a guide in their financial life and I wanted to structure my business in a way that felt accessible to anyone, not just those with millions already saved. After the initial engagement ends, I also offer ongoing support and investment management. See ongoing support schedule below.

OUR APPROACH

WNDR Initial Planning Framework

A values-based journey through your life and money

Our four-segment initial engagement process is designed to be thorough and intentional. By the end of our initial engagement, we believe this process will give you clarity on your questions, intention and motivation around what’s possible, and the energy to go out and execute what’s needed to live a fulfilled financial life.

We call it the WNDR Framework

W

Why Now?

What’s changing and why are you here now?

We begin with your story. What’s stirring beneath the surface? What questions are keeping you up at night? This first meeting is about understanding what’s prompted you to reach out, identifying any immediate financial needs, and making sure we’re the right fit to work together.

No pressure. Just space to begin the conversation with curiosity and care. After our initial conversation, you’ll receive a quote and an agreement if you are ready to begin.

N

Naming Your North

What does a meaningful life look like…for you?

• What money and “enough” means to you,

• What lights you up, and

• What your version of success looks like in your financial life.

We turn inward and explore what truly matters. What do you value most? What kind of life are you building? We’ll reflect on your dreams, motivations, and the role you want money to play. Together, we name your “North,” the direction that will guide every decision that follows.

D

Designing Your Reality

How do we bring it all together?

Now we move from vision to design. We begin modeling different paths forward, exploring tradeoffs, and identifying both opportunities and obstacles. This is where your plan begins to take shape, not just a blueprint for growth, but a flexible, resilient roadmap rooted in your real life.

R

Review the Roadmap

What’s possible and how do we plan for it with confidence?

We review the full plan, walk through timelines and action steps, and make sure it feels aligned and doable. This is about moving forward with intention, not just with a plan, but with clarity, calm, and commitment.

Once we deliver your initial plan, we can decide if ongoing support is needed.

HOW WE WORK

Planning is Multidimensional

The meeting framework above gives us structure to walk through your life plan and what is most important. Throughout the process, we will also dive into all the elements of your financial life, so we can build a roadmap that works for you. This includes:

Cash Flow Review and Analysis

Roadmap to Financial Independence

Tax Planning

Equity Compensation Planning

Someone you know or work with has made it big holding their company stock. While equity compensation can be a great path for building wealth, everyone’s plan and needs are different. Taking big risks when you are young and single isn’t quite as doable when you’ve just had a baby and you’re paying a mortgage. Our goal is to understand your equity compensation structure and create a plan that works for you, without the FOMO.

Risk Management Planning

Education Planning

Estate Planning

Investment Planning

A good investment strategy sets your long term financial plan up for success. But it doesn’t need to be complicated. The reality is that financial discipline is a far better predictor of success than selecting a strategy. We create a customized investment plan that is based on your goals and we do it by picking low cost, broad based, tax efficient investments and allocating those dollars into the right accounts.

Charitable Giving Planning

HOW WE WORK

Ongoing Support Schedule

Not everyone needs ongoing support, but I built the business to serve both! Sometimes, you need a trusted partner to:

- Handle execution of tasks
- Provide accountability, support, and encouragement
- Keep an eye on your finances so you can focus on your life plan and what matters most

If you become an ongoing client, we’ve created a meeting structure to check in regularly twice a year to address all the areas that touch your financial life. We also believe that a third meeting to check in on your life plan is extremely important.

Winter Meeting

Project

Review cash flows and any compensation updates
Check in on goals, review investment allocation and emergency funds
Review tax return
Update retirement account contributions

Fall Meeting

Reflect

Review and update company benefits (assess any life/disability insurance gaps)
Complete tax projection
Rotate review of estate plan, education funding, and charitable giving strategy
Reconcile projected spend to actual spend and make adjustments if needed

Spring or Summer

Financial Life Planning Meeting

Intent

Revisit vision, life plan, and values
Assess financial satisfaction

Let's Talk

Whether it’s just time to finally check in with your finances,
or whether you want a permanent guide on your path forward,
I’m here to support you.