LET’S GET YOU THE SUPPORT YOU NEED.
What Are You Navigating?
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You’re overwhelmed with grief. Your finances are the last thing you want to deal with, but there are critical decisions that have to be made now.
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WIDOWHOOD
Whether the end of your marriage was your choice or not, you’re looking to regain your financial independence and ensure stability going forward.
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DIVORCE
Whether the end of your marriage was your choice or not, you’re looking to regain your financial independence and ensure stability going forward.
START HERE >>
DIVORCE
START HERE >>
You’re overwhelmed with grief. Your finances are the last thing you want to deal with, but there are critical decisions that have to be made now.
WidowHOOD
ADD-ON SERVICES
Hourly financial planning and investment management are available as add-on services for those who have completed one of our financial planning packages but want additional support after the package ends.
* Discounted hourly rate for ongoing support. Contact me for a custom quote.
$250
HOURLY FEE:
You want to check in periodically and review your progress.
Something has changed in your life or your finances and you want to know if you need to adapt your financial plan.
You’re faced with a new challenge and need some expert advice.
You need customized support. We’ll tackle any issue or topic you want. You set the agenda!
Hourly Planning is for You If:
Recap email summarizing the details, notes and recommendations from our meeting.
2 weeks of email support to address questions or issues with implementing the recommendations.
What’s Included:
Hourly Financial Planning
Of your account value
0.7%
FEES:
You have investment accounts outside of your employer plan that you are able to transfer.
You prefer a low-cost, passive management investment strategy.
Investment Management is for You If:
Customized investment recommendations
Low-cost index fund portfolios
Regularly scheduled portfolio review meetings
Socially Responsible portfolios available
What’s Included:
Investment Management
If you have outside accounts that you want to roll over to have me manage, I offer investment management through Altruist. Learn more about Altruist.
