How We Work
Straightforward Subscriptions
*No Account Minimums
What is Included
THE PIONEER
$100/month
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cover 3 - 4 topics with meetings every 2 - 3 weeks; then quarterly meetings
Pioneer Topics Include:
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Cash Flow & Budgeting Analysis
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Review of Retirement Accounts
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Review of Investments / Investing 101
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Basic Retirement Strategy & Best Practices
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How to Purchase a Home
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Pay Off Debt / Student Loans
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Starting a Family
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Planning for a Wedding
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Combining Finances with a Significant Other
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Life, Disability, Long Term Care & Workplace Benefits Review
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Planning for Aging Parents / Family
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Receiving an Inheritance / Lump Sum of Money
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Education Funding
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Building an Emergency Fund
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Credit Scores / Credit Cards
THE CATALYST
Single- $125/month
Couple- $150/month
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cover 5 - 6 topics with meetings every 2 - 3 weeks; then quarterly meetings
Catalyst Topics Include:
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Any of the Pioneer Topics
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PLUS...
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Customized Retirement Income Planning
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Stock Options / RSU Plan Review
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Tax Mitigation Strategies
THE TRAILBLAZER
Starts at $250/month
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Customized Process
cover 3 - 7 topics with meetings every 2 - 8 weeks; then quarterly meetings
Trailblazer Topics Include:
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Any of the Pioneer & Catalyst Topics
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PLUS...
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Estate Planning Review
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Organization of Estate Assets
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Other Advanced Topics
What to Expect
Educational Approach
Clear, understandable explanations to help you learn and grow your financial knowledge.
Transparent Communication
Open, honest discussions about your financial situation and the strategies we recommend.
Holistic Perspective
Considering all aspects of your life to ensure a comprehensive and cohesive financial strategy.
Genuine Care and Support
We truly care about your well-being and are committed to supporting you in achieving your financial goals.
What to NOT Expect
Judgment or Criticism
No judgmental attitudes or criticism about any of your goals, what you spend money on, or past financial decisions
Disrespectful Communication
You won't experience condescending explanations or "mansplaining"; we communicate respectfully and ensure you fully understand without any patronizing.
One-Time Advice
Our support doesn't end after one meeting; we provide ongoing guidance and check-ins.
Top-Down Decision-Making
We don't dictate your financial choices; we collaborate to reach decisions that align with your values and goals.