Pricing

Flat-fee. Transparent. Based on complexity, not your portfolio size.

Before getting to the pricing, here is what I am not the right person for:

  • I have a strong background in tax-aware planning and investing but do not prepare client tax returns. I believe my expertise is better applied elsewhere.

  • I do not have expertise on cross border issues such as taxation or other dual-citizen topics

  • While I keep abreast of crypto and stablecoins, and I’ve spent a meaningful amount of time researching Bitcoin in particular, crypto is not the main focus of my practice. When it makes sense for your plan and risk profile, it can be part of the conversation, though it’s unlikely to be the main piece of the puzzle.

And here is why you may not want to work with me:

  • I’m responsive, especially when something is time-sensitive. For non-urgent items, you can expect replies within a reasonable window rather than instant turnaround. I’m a solo advisor by design, and Core Planning supports the back office so I can stay focused on high-quality planning and clear communication. If you prefer a large-team experience with near-immediate, always-on access, you may be happier with a bigger firm. If you want a direct relationship with the person doing the work, you’re in the right place.

  • I can not always answer unscheduled phone calls. If you’re looking for always-on, immediate phone access through a staffed team, a larger firm may be a better fit than a sole practitioner.

  • I do not recommend asset allocation or investment options to try to outperform the market. If you are looking to squeeze every possible basis point of return from your portfolios, I won't be the advisor for you. I value long term success (i.e. reaching your goals with peace of mind) over maximized returns.

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Your Hero’s Journey

I encourage you to choose the service that fits where you are in your life.
I am biased in that I believe most people can benefit immensely from my help, but financial advice is far from one size fits all.

The Call

$850

One 2-hour session

Start here if you mostly need to make sense of where you are and what to do next — without committing to anything ongoing.

See The Call →

The Map

$3,500

Your comprehensive financial plan

For when your financial life got complicated faster than you expected, and you need the whole picture organized into one clear blueprint.

See The Map →

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The Road

Starting at $7,500

Ongoing Partnership

For when you want someone in it with you all year — managing the money, catching the decisions before they become mistakes, adjusting alongside your life.

See The Road →

Need budgeting and cash-flow help, but not quite ready for a full financial plan? See The Runway →

Not sure which one fits?
Start with a conversation.

Schedule a call