Ongoing Financial Planning
My Post (3).png

Aster Plan $150/Month

Meet with a planner as frequently as quarterly to get personalized financial advice and support. You will also gain access to financial planning software and a library of videos around personal and business planning. This is a popular choice for people who have average complexity and want accountability and guidance planning for college, retirement, and other life goals.

Chicory Plan $250/Month

With this package, you'll get everything in the Aster plan plus: in depth support with company stock plans, student loan repayment/forgiveness, tax planning and other relevant planning topics. This is a great plan for small business owners and clients that need additional support with complex topics.

My Post (58).png

Independent

Free to find the best solutions

Fee Only

No commissions

or product sales

 

Fiduciary

Your best interests come first

 

Impactful

Make a difference

with your dollars