Ongoing Planning

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Ongoing planning is for people who want a thinking partner in their corner as life keeps moving. We'll build a comprehensive plan together and then keep it current, adjusting as things evolve and making sure your decisions are connected to your actual goals rather than made in isolation.

Ongoing planning is probably the right fit if:

• You're in a period of significant change, or you can see one coming, and you need more than a snapshot.
• You want someone who already knows your situation when life throws something new at you.
• You work better when you have someone to report back to.
• You want someone proactively watching for things you might not think to look for — insurance gaps, tax opportunities, strategies that no longer fit.
• You're not looking to hand off control of your finances, but you don't want to manage everything alone either.

We work together across the full spectrum of your financial life, including:

• Cash flow and spending structure
• Debt payoff strategies, including student loans and other obligations
• Investment review and allocation guidance
• Education planning and 529 strategy
• Insurance analysis to identify gaps and avoid over-coverage
• Employee benefits — making sure you're getting the most out of what's available to you
• Tax-aware planning throughout the year
• Long-term projections to understand what's possible and how today's decisions shape your future options
• Estate planning coordination and beneficiary review

• Clarity about where you stand and what to do next
• Structure that keeps your financial life organized and intentional
• Accountability that actually moves things forward
• Guidance with no conflicts of interest. My only job is to give you the best advice I can.
• A long-term partner who already knows your situation when life gets complicated

Flat, transparent pricing. No assets under management, no commissions, no surprises.

Comprehensive, ongoing financial planning is $400/month.

If you're under 40 and early in your financial journey — W2 income, no equity compensation, no investment properties, no dependents — the Early Career rate is $300/month.

Not sure which applies to you? We'll figure it out together in your intro call. You'll know your fee before signing anything, and you can cancel at any time.