Become a Client

 Finances can get complicated. Meeting with your financial planner should be easy. Here's how we'd work together.


step 1: Free Strategy session

To learn more about Just Wealth

Schedule a free 30 minute call.

I like to call this a strategy session.

We'll talk about your life, values, and financial goals, and see if working together makes sense. 

Even if you feel we're not a fit, I hope to provide you at least one tip or technique that will get you closer to your financial goals. 

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Step 2: Financial Planning ONBOARDING

For first-time clients

Together, we'll develop your Financial Action Plan - a map to move you from where you are to where you want to be.

Prior to our first and second meetings, you’ll receive emails walking you through how to prepare. The onboarding meeting is 2-hours.

During the onboarding, we’ll:

  • define and set a timeline for your goals

  • organize your financial life

  • answer your most pressing financial questions

I’ll also:

  • recommend immediate next steps

  • recommend a long-term plan

  • provide you referrals or resources

  • show you how to reach your goals

You’ll also have continuous access to my secure online financial planning portal during and after our sessions that we’ll personalize for your unique financial situation.

Onboarding fees are $600 for individuals and $800 for couples.

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For returning clients

After our initial sessions, clients may choose to continue our work together on an ongoing basis.

Ongoing retainer financial planning includes 4-6 meetings in our first year, and 2-3 update meetings every year after that, to keep you on track with your financial goals and investments.

You’ll have unlimited access to me via email and anytime access to a secure financial planning portal, where I’ll update your financial plan regularly and as needed.

Annual retainer fees start at $2400 for individuals and $3600 for couples. Fees are capped at $4,800 for individuals and $7,200 for couples.

Already a Just Wealth client? Click the button below for a clients-only portal.