Our membership levels are based on how often we meet with you.

(ask how you can make these fees tax-deductible!)

Semi-annual Members - $100/mo or $400 semi-annually

Who’s it right for?

  1. New members who have worked with another financial planner to get in good financial shape, but are looking for a new ongoing relationship.

  2. Current members who are interested (and disciplined) enough to do a lot of the work on their own.

Quarterly Members - $200/mo or $1,000 semi-annually

Who’s it right for?

  1. New members who have done some work on their own, but need some professional help to cross the finish line.

  2. Current members who like to stay on top of things, but who know they won’t do it themselves. It’s the perfect balance. Not too much, and not too little.

Monthly Members - $400/mo or $2,000 semi-annually

Who’s it right for?

  1. New members who are going through the financial planning process for the first time.

  2. Current members who had a lot of life happen all at once - had a baby, changed jobs and bought a house in the same year.

When you’re ready for your introductory call, just click here. We’re looking forward to it!