Choose the services you need now.
Financial needs and goals aren't static. They change as you move through different stages of life, facing new opportunities and challenges. Whether you're building a foundation or seeking advanced tax strategies, our tailored financial planning services have you covered. With our flexible service levels, you'll get the perfect blend of support and expertise for your current priorities.
I’m here to help you navigate life’s changes with confidence.
Growth
For individuals and families who want to build a solid financial foundation and start making progress toward their goals.
Starting at $200/month.
What’s Included
Dedicated time with me, your CFP® professional, to discuss your finances, get advice, and ask questions.
Monthly Office Hours
We’ll design together a simple and effective investment plan tailored to your risk tolerance and goals.
Automated Investments
A comprehensive assessment of your financial health and progress toward your goals.
Annual Review & Rebalance
Utilize my suite of financial planning tools to track your spending, budgeting, and more.
Planning Tools Access
Ideal for those who are…
New to financial planning and would like help getting a handle on everything.
Comfortable managing their day-to-day finances, but want professional guidance on investments and long-term planning.
Looking for an affordable way to get started with a fee-only financial planner.
Thrive
Enhance your Growth plan with my comprehensive tax services.
Starting at $350/month.
Everything included in the Growth package, plus:
What’s Included
We'll review your current tax situation and identify potential opportunities for savings.
Annual Tax Review
Annual Tax Return Preparation
I'll prepare your tax return and ensure you're taking advantage of all available deductions and credits.
Utilize tax planning tools to estimate your tax liability and make informed decisions.
Tax Planning Tools Access
Ideal for those who are…
Want the convenience of having their taxes done by a professional.
Have increasingly complex tax situations (e.g., self-employment income, investments, rental properties).
Want to proactively plan for taxes and minimize their tax burden.
Flourish360°
My most comprehensive service level for those who want ongoing, unlimited access to me as your dedicated CFP® professional and complete peace of mind about their financial future.
Starting at $500/month.
Everything included in the Thrive, plus:
What’s Included
Get advice, guidance, and support whenever you need it via phone, email, or video conference.
Full Access
Collaboration with Other Service Professionals
I'll coordinate with your attorney, accountant, and other professionals to ensure your financial plan is fully integrated.
I'll develop an investment strategy that optimizes your after-tax returns between all of your accounts.
Tax-Smart Investing
Ideal for those who are…
Want a true financial partner who can help them with all aspects of their financial life.
Have significant income/assets or complex financial situations.
Value proactive planning and ongoing support.
Want the convenience of having a single point of contact for many of their financial needs.
| Key Features: | Growth | Thrive | Flourish360° |
|---|---|---|---|
| Annual Review & Rebalance | ✔ | ✔ | ✔ |
| Monthly Check-in Available | ✔ | ✔ | ✔ |
| Investment Management | ✔ | ✔ | ✔ |
| Student Loan Strategy | ✔ | ✔ | ✔ |
| Access to financial planning portal, tools, and content library | ✔ | ✔ | ✔ |
| Annual Tax Strategy Meeting | ✖ | ✔ | ✔ |
| Tax Return Preparation | ✖ | ✔ | ✔ |
| Equity Compensation Strategy | ✖ | ✔ | ✔ |
| Full Access to Matthew | ✖ | ✖ | ✔ |
| Tax Smart Investing | ✖ | ✖ | ✔ |
| Collaboration with other professionals | ✖ | ✖ | ✔ |
How my pricing works.
Financial advising fees differ between firms. One reason people don’t feel they qualify for these services is a common barrier to entry, where $1M+ worth of manageable investments is required.
That’s not me. I want to work with a wide variety of people, so my fee structure is designed to be clear and accessible.
Use this calculator to see your personalized fee estimate.