Because every situation is unique, I don’t use a one-size-fits-all approach. Choose the services you need. Stop anytime.

Not ready for a long-term commitment? No problem.

Don’t have the savings to start investing? I can help you get there.

Preparing your own taxes? I’m here once things get tough.

There are no hidden fees. What you see is what you pay.

Affordable Packages for your unique needs.

Wealth Builder

$500 planning fee

$199/ month for singles

$249/ month for couples

Services included:
  • Life planning & goal setting
  • Credit optimization
  • Insurance review
  • Student loan payoff strategy
  • Cash flow planning
  • Home purchase planning
  • College savings
  • Open Enrollment review
  • Investment advisory at 0.50%
  • Tax Preparation & Notary services

Wealth Management

$1,000* planning fee

$349* / month

*Fee increases based on complexity

Services included:
  • All Wealth Builder services plus
  • Tax planning
  • RSU & ESPP planning
  • Stock option & IPO planning
  • Retirement Planning
  • Estate Planning
  • Salary review & negotiations
  • Small Business consulting
  • Investment advisory at 0.50%
  • Tax Preparation & Notary services

No investment minimums.

In-house tax preparation.


Financial Plans

Starting at $1,000*

*Based on complexity

Services included:
  • Two 1-hour meetings
  • Additional meetings billed at $250/ hour
  • Tax Preparation NOT included



$200 for singles

$300 for couples

Services included:
  • Federal tax return
  • One State tax return
  • Additional fees for Schedule C, E, & FBAR filing



$250/ hour

Services included:
  • IRS audits
  • Power of attorney
  • Respond to IRS
  • Tax amendments

Get Started Now