Financial Planning Services

For professionals and entrepreneurs who want a coordinated financial strategy and an ongoing relationship with a dedicated planner.

• Comprehensive financial plan
• Investment and tax strategy
• Semiannual planning meetings
• Monarch Money Subscription (advisor-paid)
• Ongoing email support

For clients who want a personal CFO to coordinate their financial life and help put their plans into action.

• Everything in comprehensive planning
• Investment management
• Quarterly planning meetings
• Financial coaching
• White-glove implementation support

Annual fees calculated on a blended basis

• Minimum of $5,000 / year
• First $500,000 = 1.7% Annual Fee
• Next $500,000 = 1.40% Annual Fee
• $1,000,001 – $2 million = 1.10% Annual Fee
• $2,000,001 – $5 million = 0.65% Annual Fee
• Over $5 million = 0.43% Annual Fee

Making more money is only part of the equation. What matters is what you do with it.

Our financial coaching service helps you understand your spending, optimize your cash flow, and build practical strategies for achieving your financial goals. With personalized guidance, useful financial tools, and ongoing accountability, we’ll help you build better financial habits and make the most of your money.

• Monthly Coaching Meeting
• Monarch Money Subscription (advisor-paid)
• Customized Cash Flow Plan
• Quarterly Progress Summaries
• Credit Card and Points Consultation

Investing doesn’t have to be complicated, but developing and maintaining an effective investment strategy takes knowledge, discipline, and ongoing attention.

We’ll build and manage an investment portfolio tailored to your goals, time horizon, and risk tolerance. This standalone service allows you to benefit from professional investment management without committing to a comprehensive financial planning relationship.

Annual fees calculated on a blended basis

• First $500,000 = 1.25% Annual Fee
• Next $500,000 = 1.00% Annual Fee
• $1,000,001 – $2 million = 0.75% Annual Fee
• $2,000,001 – $5 million = 0.50% Annual Fee
• Over $5 million = 0.35% Annual Fee

Sometimes you don’t need an ongoing financial planning relationship. You just need expert guidance on a particular question or decision.

Our hourly financial consulting service gives you access to personalized financial and investment advice without a long-term commitment. Whether you’re evaluating an investment strategy, weighing a major financial decision, or simply looking for a professional second opinion, we’ll help you explore your options and make informed decisions with confidence.

Building wealth is important, but protecting what you’ve built, and your ability to keep building, is just as essential.

We’ll review your life, disability, and health insurance coverage to help identify potential gaps, unnecessary expenses, and opportunities for improvement. When appropriate, we can also help you explore coverage options from a range of insurance providers to find solutions suited to your needs.

*Insurance reviews are complimentary. Alex may receive compensation through insurance commissions if you choose to purchase a policy through him.