How We Work With You
How I Work With Clients
One-Hour Financial Review: $300
Find out exactly where you stand so you can make the best possible choices. This one-hour meeting, you'll sit down with me for a review of your current situation and walk away with actionable steps for growth and improvement.
One Year of Financial Planning: $1000 for initial plan, $100-$250 per month after that.
Together, we'll uncover your goals and values and build a comprehensive financial plan that covers retirement planning, education, cash flow, debt management, taxes insurance and investment management. Once we have a plan, you'll work with me for the rest of the year on in-depth financial coaching that aims to make that plan a reality.
One-Time Financial Plan- $1,500-$3,500
This one-time plan engagement focused on a specific topic you want to address. You will walk away with an in-depth financial plan with recommendations and actionable next steps.
Investment Management: Percent of assets managed.
If you are looking for a professional to manage your investments, Aligned Wealth Strategies can help keep you on track toward your goals and aligned with your values. We charge a percentage of those assets ranging from .85%-1.3%*. Financial planning is typically included at no additional cost for households with $250,000 or more in investments under management.
*Additional trading and investment product fees may be charged in addition to this fee.