The latest tech to schedule, share and meet. Simple and elegant reporting. Efficient use of your valuable time.
Fee-Only & Fiduciary
You deserve unbiased advice. I am a fee-only planner and have taken a Fiduciary Oath to act in your best interest.
We will work together as partners, finding the balance that makes you feel involved, confident and on-track.
Holistic financial planning, not just investment advice. Investments are one tool we use to set you up for success.
No asset minimums. You should have access to good advice, even if most of your assets are in your 401(k).
Costs matter. I believe low-cost, passive investing combined with self-discipline works best in the long run.
What do you want to accomplish, have, be or do? I want to help you feel confident that you’re on-track toward making it happen.
I believe good planning builds confidence around money so you can live your life free from the nagging uncertainty many people feel about their finances. Before starting Pearl, I had my own fee-only planner for many years. I know first-hand the freedom and independence that relationship brings.
I believe financial planning can be comprehensive without being complex. Together, we will create an elegant, tailored plan that will serve as your roadmap for making decisions – financial and non-financial – now and as life unfolds.
“Elegant solutions that inspire confidence.” Let’s talk about what we can create for you.
Financial Planning Services & Pricing
- 30-minute introductory call
- Get acquainted
- Review of current situation
- $800-$3000 one-time initial fee
- Comprehensive financial plan
- Ongoing help when you need it
- Add-on investment management
- Focus on 1-2 issues
- Fixed-fee based on complexity
- Written recommendations