Just Wealth helps client take action on building wealth in the short-term and long-term.
I am passionate about helping clients effectively and efficiently build wealth, automate savings and investing, and reach financial goals for themselves and loved ones -- so you can spend your time focusing on family, community, your life's work, personal endeavors, and making the world a better place.
I provide personally relevant and accessible financial education to help you understand how to make money and financial systems work for you, and to build your confidence as a critical consumer of mainstream financial advice.
Just Wealth is a fee-only financial planning firm and upholds a fiduciary duty to all clients.
This means that my fees are based on the quality of personalized advice I provide to you, and the time I spend conducting an objective analysis of your financial situation. I do not earn commissions, and do not sell investment or insurance products. My clients' goals are my focus.
Just Wealth is a virtual financial planning practice and works with clients throughout the U.S.
My firm is a Registered Investment Advisor with the Commonwealth of MA. I work with clients via video conferencing, and all information gathering and communication is done digitally. Less paper is a good thing.
Financial Planning Topics Include:
Automate your savings
Automate your investments
Create a savings plan
Organize your financial life
Buy a home or investment property
Eliminate debt and improve your credit score
Get a clear sense of your financial goals
Develop your investment strategy
Plan for education expenses
Deal with student loans
Maximize your benefits at work
Plan for big changes to your finances
Combine finances with a partner
For all new clients: Financial Planning Onboarding
$600 individuals / $800 for couples
Our onboarding will be a two-hour meeting where we’ll get a clear sense of your financial picture and define and set a timeline for your financial goals. I’ll also provide specific recommendations and help you start taking the necessary next steps toward your goals.
You’ll also have continuous access to my secure online financial planning portal during after our sessions that we’ll personalize for your unique financial situation.
This will be an interactive process, and I’ll be your guide along the way.
For returning clients: Hourly Financial Planning
$300 per meeting
After our initial sessions, we’ll make plans for what follow-up may be needed. Semiannual or annual meetings are typically recommended to update the financial plan.
Follow-up meetings are 1-hour and the cost above includes preparation time and the summary with next steps you’ll receive after each meeting. I’ll let you know if any additional preparation needs to be done ahead of time.
You’re in the driver’s seat and we’ll work together to keep your financial plan active and updated.
For returning clients: Retainer Financial Planning
Starting at $2400 for individuals and $3600 for couples (annually)
We’ll meet 4-6 times our first year, and 1-2 times 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.
Overall, you’ll get organization, simplicity, and peace of mind when it comes to your money.