Transparent Fee-Only Pricing

As a former IRS economist, I provide transparent, fee-only financial planning and investment management in Silver Spring, MD. Most clients work with me through an ongoing partnership for comprehensive wealth management, though project-based financial planning is also available for those seeking guidance on specific decisions. My approach is collaborative, personalized, and designed to deliver actionable guidance without hidden fees or commissions.

Project-Based Financial Planning

Purpose: Focused guidance for a specific goal, life transition, or decision.

Ideal for clients seeking expert guidance on a specific goal, decision, or life transition.

Process

  • Organizing session to review and gather relevant financial documents

  • Discovery meeting to clarify goals and concerns

  • Analysis and modeling using planning software

  • Strategy meeting to explore options and trade-offs

  • Plan delivery with clear next steps

  • Written summary capturing findings and recommendations

Fees

Early to mid-career clients: $2,000

Retirement-focused clients: $2,500

Ongoing Financial Planning & Investment Management

Purpose: Comprehensive, long-term partnership to build and manage wealth.

Ideal for clients who value hands-on support with investments, tax strategy, and periodic plan updates.

What’s Included

  • Investment management – Customized portfolios, asset allocation, and rebalancing

  • Initial planning – Gather information, clarify priorities, and set direction

  • Personalized financial plan – Dynamic tailored roadmap

  • Ongoing reviews – At least 3 in-depth check-ins per year

  • Online dashboard – 24/7 access to updated financial forecasts

  • Direct adviser access – Unlimited communication for questions, updates, or support. Learn more about my background and approach.

Fees

Starting at $1,650 per quarter

Next Steps

Ready to get started? Schedule a free introductory call to discuss your situation and determine which service option is the best fit. You can also visit the FAQ for answers to common questions or contact me directly.