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Ongoing Financial Planning

Year 1: Financial Life Review + Comprehensive Plan Development + Education

Full in-depth planning process to cover every aspect of your financial life over the first 12 months, in addition to building your financial confidence and education along the way

  • Designed to really guide you and get all of your personal financial systems set up together

  • Deep dives into any and all personal finance topics that apply to you (such as company stock compensation, buying a house, preparing for career changes, etc)

  • Generally ~1 meeting per month, with plenty of support and action items in-between

$3,828/year ($319/month) Individuals

$5,472/year ($456/month) Couples


Year 2+: Ongoing Support + Implementing/Adjusting the Plan

Guidance and support throughout the year to keep you on track and accountable to implement your financial plan and adjust it as your life changes

  • Includes plan updates and check-ins every ~3 months, plus up to 2 hours per year of email and Zoom meeting support

  • Optional maintenance plan to stay connected with Sarah while you confidently DIY your financial plan - you can also choose to stay on the Year 1 plan even after one year for as long as it makes sense for you

$1,956/year ($163/month) Individuals

$2,940/year ($245/month) Couples

* Because financial planning is an in-depth personal process, clients must start on “Year 1” plan before moving to “Year 2+” plan. This plan does not include an annual financial review, as described below.

Annual Review (optional; applies to ongoing Year 2+ clients only)

Complete re-review of your finances to see how you’re tracking to your goals and determine the next steps and actions you should take

$989 / $1878

There are so many moving pieces of your financial life — let me help you:

  • Get organized and set up your personal finance systems

  • Understand your current balance sheet and optimize your cash flow

  • Set goals and cash flow priorities

  • Pay down your debt

  • Invest with confidence in a way that makes sense for you

  • Save strategically for “Future You” and your financial independence

  • Protect you: review your insurance policies

  • Plan ahead with estate planning

  • Plan for specific life events, like going back to school or getting married

  • Make the most of your company stock compensation

  • Review and optimize your employee benefits

Ready to get started? Schedule a free intro call with Sarah here!