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 take the time to understand the full picture, not just the portfolio: your career, irregular income, tax strategy, benefits, goals, tradeoffs, and the decisions that do not fit neatly into a spreadsheet.
My investment approach is disciplined, diversified, tax-aware, and evidence-based rather than built around predicting markets or chasing what is hot.
This model may not be right for you if you want a large team with always-on access, cross-border expertise, or someone to prepare and file your tax returns. I work more like a financial quarterback, coordinating with your CPA, estate attorney, insurance professionals, and other specialists so your financial life stays connected.
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
Your Comprehensive Financial 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
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 →
Want help changing how you relate to money? See The Runway →