Our Services

Personal CFO Services

The Personal CFO program helps you get your financial life in order and keep it that way. This package is designed specifically for busy professionals and business owners who need help bringing all the pieces of their financial lives together so that they can make decisions within the context of their entire life. This package involves creating a financial plan, helping you implement the plan, and ongoing support and coaching to make sure to stay on track. Read More

Strategy Session

A 60-90 minute session designed for people who need guidance on one or two financial issues–from managing cash flow to making smart choices about your retirement account. Afterward, we will send you a follow-up email with targeted recommendations to help you strategically navigate your financial future. Read More

Investment Management

Whether you are a seasoned investor, just getting started or somewhere in between, we are here to help. We will begin with a discussion of your goals, time horizon, and how much risk feels right. From there we will build you a low-cost, well diversified portfolio tailored to your specific situation. As your goals change, we’ll be there to help you reprioritize and rebalance. Read More

Hourly Financial Planning

If you have one question or many, we’re happy to help. Financial Planning done on an hourly basis is billed at $200/hour. We will provide an estimate before we get started so that you will know ahead of time exactly how much you will be billed.

Examples & estimates for typical hourly engagements

● Investment Review & Recommendations – 3 to 4 hours

● Retirement Projections – 4 to 5 hours

● Employee Benefits Review – 2 to 4 hours

● Insurance Review & Recommendation – 3 to 5 hours

● Comprehensive Financial Plan – 15 to 20 hours