Welcome to Flat, Fee-Only Financial Planning

I encourage Millennials to think about their payment for fee-only financial advisor services as an investment. So I purposefully don't structure the pricing like a student loan payment or monthly subscription.

Instead, you invest in your financial future: you make one contribution of $3,925 when we start. Then you make a second, final contribution of $3,925 at the end of month #3, after we've begun to put your financial plan into action.

That covers everything for the year.

The annual cost then decreases in following years, on average by 66%. The reason? We created a sustainable financial strategy together. So most of my Millennial clients only need me for occasional check-in meetings.

Refund available at any time during our engagement if you're not satisfied.