Our Services
The Starting Line
$75/Month
Who it’s for:
Recent grads and early-career professionals who want to get organized and start building momentum with their money.
What we focus on:
• Creating a simple system for spending, saving, and investing
• Managing student loans and other early-career debt
• Optimizing workplace benefits (401k, HSA, insurance, etc.)
• Building strong financial habits and your first long-term plan
Includes: Personalized planning dashboard, messaging support, and check-ins every 4 months.
Schedule an Intro Call
The Climb
$135/Month
Who it’s for:
Best for professionals earning $75k–$200k who want help optimizing taxes, investing, and long-term goals.
What we focus on
• Designing a long-term investment strategy aligned with your goals
• Tax planning and optimizing withholdings and contributions
• Planning for big decisions like home buying, debt payoff, and family planning
• Coordinating finances for couples and shared financial goals
Includes: All Starting Line services, tax strategy review, and quarterly meetings.
Schedule an Intro Call
The Peak
$215/Month
Who it’s for:
High earners, business owners, and professionals with more complex financial lives who want strategic planning and optimization.
What we focus on
• Advanced tax planning and coordination with your CPA
• Maximizing retirement strategies (Solo 401k, backdoor Roths, etc.)
• Structuring business and personal finances efficiently
• Long-term wealth, investment, and income strategy
Includes: All Climb services, plus tax projections, business integration, and access to quarterly planning calls + as-needed meetings.
Schedule an Intro Call
Investment Management
Investment Management
Some clients already have a solid plan. They just want someone to handle their investments. I offer standalone investment management with a transparent fee structure to keep your portfolio aligned with your goals.
Investment Management Fee
1% on the first $249,999
0.75% from $250,000 - 499,999
0.50% on $500,000 +
The best part? There are NO minimums to invest with me. You can open your account with zero dollars. Congratulations on your first step!