Four ways to work together, all flat-fee and all advice-only. Pick the one that matches how much help you want. Every option includes ongoing RightCapital access.
The Hour
$500 one-time
A full hour of advice on whatever matters most to you right now, from one-off questions to maintenance check-ins.
Ask anything for a full hour
No ongoing commitment or recurring fee
Perfect for periodic check-ins after The Roadmap or The Plan
Detailed email summary with action items and next steps
Access to Zoom recording
Money-back guarantee if you don’t feel you got value*
The Roadmap
$2,000 one-time
Best for people who want clarity on where they stand and what to focus on next. We’ll build your plan in RightCapital, review your projections and key planning opportunities, and provide clear priorities and next steps. It’s especially well-suited for people whose financial picture is still evolving.
Review projections and key planning opportunities
Clear priorities and next steps
2 meetings, 4 weeks of email support
2-3 page action plan
The Plan
$4,500 one-time
Best for anyone who wants a deeper, more comprehensive review of their financial picture. We’ll take a detailed look at retirement, taxes, investments, Social Security, healthcare, insurance, estate planning, and other relevant areas, bringing everything together into a detailed written plan and prioritized action items.
Detailed written plan and prioritized action items
3 meetings, 8 weeks of email support
30+ page plan
The Quarterly
$400/mo (paid quarterly)
Designed for clients who want an ongoing relationship and a dedicated financial partner. You’ll have quarterly planning meetings, unlimited email support, continued access to your RightCapital financial plan, and updated action plans as your financial life evolves.
Quarterly planning meetings
Unlimited email support
Updated action plans as your financial life evolves
2-3 page action plan each quarter