Ongoing Planning

---

Ongoing planning is for people navigating a situation that's still unfolding, or anyone who simply wants a thinking partner in their corner as life keeps moving. We'll build a comprehensive plan together and keep it current, adjusting as things evolve and making sure nothing falls through the cracks. 

We cover your full financial picture: cash flow, investments, taxes, insurance, estate planning, and long-term projections — and we keep it current as your life evolves. The goal is a clear, integrated strategy built around your actual priorities, adjusted as things change. 

• 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 the next thing comes up

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

Ongoing financial planning is priced based on the complexity of your situation:

• $300/month — early career rate, for W2 earners under 40 with straightforward compensation and no equity compensation or investment properties
• $400/month — standard complexity
• $600/month — significant complexity, such as business interests or equity compensation

You'll know your specific tier before signing anything, and you can cancel at any time.

Life doesn't pause for annual reviews. A growing family, a sudden change at work, a surprise inheritance. These moments come when they come, and I'm here to help you think them through when they do.

And even when everything seems to be running smoothly, things can drift. Construction costs change but your home insurance coverage doesn't. Tax legislation changes. Strategies that once fit no longer do. Ongoing planning keeps your financial life updated and intentional.