Frequently Asked Questions

Comprehensive Financial Planning is an ongoing, year-round relationship. You'll receive a completed financial plan within 90 days, semi-annual review meetings, and continuous support as your life evolves. It's structured around a recurring quarterly fee. Consultation services are better suited for clients who need guidance on a specific topic rather than an ongoing relationship. You're billed hourly based on actual time worked, and the engagement is complete once recommendations are delivered. Not sure which is right for you? We're happy to talk it through.

Yes. Business planning guidance is available through our Consultation service. Because every business is unique, a scoped, topic-specific engagement is typically the most effective approach. Reach out to discuss your situation and we'll find the right fit.

Due to regulatory restrictions imposed by the State of Washington, we are unable to offer our Comprehensive Financial Planning service to Washington-domiciled clients. However, we are able to provide Investment Management and Consultation services. Reach out and we'll be happy to discuss how we can best support your financial goals.