One-Time Plans

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A comprehensive financial plan for people who manage their own finances and want to make sure the full picture holds together. You bring the capability and the follow-through. I bring an outside perspective, professional planning tools, and the expertise to catch what you might be missing. 

Consider a one-time plan if: 

• You handle most of your financial life independently and want your approach stress-tested by someone with professional planning tools and an outside perspective.
• You want a clear, prioritized roadmap you can implement on your own.
• You'd rather work through this once thoroughly than commit to an ongoing relationship.

Your plan covers the full picture: cash flow, investments, taxes, insurance, employee benefits, education planning, estate planning, and long-term projections. The goal is a clear, integrated strategy with recommendations tailored to your goals and the way you prefer to manage your finances. 

•  Validation that your current approach is sound, or clarity on where your goals and your current path aren't yet aligned. 
• A second set of eyes from someone who does this work every day
• Professional-grade projections in RightCapital, a financial planning platform used by advisors across the country
• A clear roadmap you can implement on your own
• Guidance with no conflicts of interest — my only job is to give you the best advice I can

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

One-time financial plans are priced based on the complexity of your situation:

• $3,600 —early career rate, for W2 earners under 40 with straightforward compensation and no equity compensation or investment properties
• $4,800 — standard complexity
• $7,200 — significant complexity, such as equity compensation, rental properties, or business income

The fee is split evenly — half upfront, half at plan delivery. You'll know your specific tier before signing anything.

Dwight D. Eisenhower famously said, "Plans are worthless, but planning is everything." The real value isn't in the paper you get at the end. It's in the thinking, clarity, and alignment that come from the process itself.

A one-time comprehensive plan gives you that space. It's a chance to step back from the day-to-day and look at the bigger picture: what you're actually working toward, what matters most, and whether your current approach reflects those priorities. It creates a structured moment for deeper conversations, the kind that rarely happen when life is busy and you're juggling summer camp decisions, vet appointments, and everything else. It also gives you a professional review of the strategies you're using, whether they were chosen intentionally or simply evolved over time.

But once the plan is complete, life keeps moving. Circumstances shift, goals evolve, and assumptions that made sense today may not hold a year from now. With a one-time plan, you're the one responsible for updating and adjusting as things change.

The plan gives you a strong foundation. Your ongoing attention and work keep it relevant.

If this one is for you, you already know it's for you. So if you're questioning it, then opt for ongoing planning.