Personalized advice.
One simple fee.
Flat-fee financial planning from a conflict-free fiduciary.
Our services
Financial checkup
$1250
This is a gut-check. We’ll cover things like student loans, buying your first house, exercising your stock options, or merging finances with your partner. If you don’t know where to begin, a checkup will do the trick.
Comprehensive financial plan
$3000
If you have big questions about retirement, college savings, or buying a new home —there’s are no wrong answers, but I can provide clarity and help you sort through all factors.
Expertise
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Emergency funds
Rent vs. own
529 college savings
Student loan debt
Buying a home
Starting a family
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Stocks and bonds
Index funds and ETFs
Asset allocation
Pre-IPO stock options
Restricted stock units (RSUs)
Employee stock purchase plan (ESPP)
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401k
Roth and Rollover IRAs
Pension estimates
Social security planning
Life insurance
Will vs. trust
What to expect
1. Quick homework
Before we meet, I’ll send you an email that outlines how to prepare for our meeting so we can make the most of our time together.
2. One-on-one consultation
We’ll meet over Zoom to discuss your priorities, get to know each other, and review your current cash flow, assets and liabilities. We will set practical goals according to your needs. The purpose of our session is to develop a realistic action plan that’s easy to implement.
3. Personalized action plan
I’ll create an action plan after our meeting, which goes into detail about next steps and how to meet your goals. I’ll provide projections and spreadsheets you can use as tools to stay on track in the future. I’m always available via email for follow up questions.
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Testimonial
“Sarah gave me direct, concise advice and I left with a plan that was easy to execute. I’m feeling much more confident about my finances and relieved! Her flat rate fee is a real value for the level of insight she provided.”
— Alice C.