Pricing

Flat-fee. Transparent. Built for an unpredictable career.

Before we get to pricing, a few reasons I may not be the right fit:

WideFrame is intentionally built as a small, high-touch practice for people who want a deep, direct relationship with the advisor actually doing the work. I intentionally keep the client roster small so you never feel like just another name in a book of hundreds.

I look at the full picture, not just the portfolio, and work as your financial quarterback—coordinating with your CPA, estate attorney, insurance professionals, and other specialists so your financial life stays connected.

If you’re looking for a large team, cross-border expertise, someone to prepare and file your tax returns, or an advisor who chases what’s hot, I may not be the right fit. My investment approach is disciplined, diversified, tax-aware, and evidence-based.

If you value thoughtful planning, direct access, and an advisor who knows your financial life in depth, you’re in the right place.

Ways to Work Together

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 Map

$4,000

One-Time Comprehensive Plan

For when your financial life has gotten complicated, and you need the whole picture organized into one clear, actionable plan.

See The Map →

The Road

$9,000/year

Planning + Investment Management

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 →

Looking for cash-flow coaching? See The Runway →

Not sure which one fits?
Start with a conversation.

Schedule a call