If you want to learn to do the most with your money this is for you.
I’ll review your personal financial situation, make awesome recommendations, and help you make important decisions as you face them. Your monthly payment is determined by a formula. You pay a $1k onboarding fee and 1% of your income plus 1/2% of your net worth, annually with a floor of $300/month ($3,600 annually). We split that payment out monthly so it’s more manageable. Check out the calculator below for more info.
The Professional Package includes:
- Access to our online budgeting and planning tools.
- A thirty minute initial consult to find your pain points and goals.
- A full financial plan covering all areas of your financial life including budgeting, insurance, investing, employee benefits, and planning for college or paying off debt.
- Four one hour long video conference meetings per year.
- Full email and call support.
- Access to ongoing webinars on personal finance and business building topics.
It’s my mission to make sure everyone knows how to manage their personal finances. You’re in an awesome place and earning great money; you should take full advantage of that. Most of us weren’t taught personal finance skills in school. I see so much potential in all of you and I don’t want something as manageable as taxes get in your way. I couldn’t find any traditional planning firms working with younger clients so I went out and started my own. Plus, that way I can adhere the tech industry dress code instead of some stodgy suit and tie office.