Ongoing Financial Planning
*Accepting new ongoing clients starting February 2026 - waitlist requests available*
Planning that grows with you.
Designed for people who want to take charge of their finances but value expert guidance along the way. Stay in control of your money while gaining the clarity, confidence, and personalized advice that come from a true planning partnership — with transparent fees and no sales pressure.
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 meet every ~6 weeks, with plenty of support and action items in-between
$4,188/year ($349/month) Individuals
$5,736/year ($478/month) Couples
Year 2+: Ongoing Support + Implementing/Adjusting the Plan
Optional ongoing maintenance plan to stay connected with Sarah after completing the Year 1 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
$2,244/year ($187/month) Individuals
$3,300/year ($275/month) Couples
Who should sign up for ongoing financial planning:
Individuals and families who want personalized, ongoing financial guidance — not one-time advice.
Self-directed investors who want to stay hands-on but value expert insight and accountability.
Busy professionals seeking clarity on complex decisions around taxes, investing, and estate planning.
Couples or families navigating major life transitions — from buying a home to planning for college or retirement.
Anyone who wants a trusted, long-term partner to help them make smart, confident financial choices as life evolves.
What you’ll get from working with Sarah:
How to save strategically for “Future You” and your financial independence, including spending needs, asset location advice, Social Security and Medicare planning, and so on
A financial planning review of your insurance policies
Estate planning education
Planning for specific life events, like going back to school or getting married
How to make the most of your company stock compensation
Review and optimization of your employee benefits
Organized financial life and complete personal finance systems setup
An understanding of your current balance sheet and cash flow picture
Set goals and cash flow priorities (answer questions like “Should I pay off my mortgage or not?”)
Debt paydown plan that adjusts with you and your life
How to invest with confidence in a way that makes sense for you, including 529 plans, 401(k)s and Roth IRAs, and many more
Self-employed business planning and optimization