Services

At Best Life Financial Planning, I offer two options for working together:

Project Based Planning

Perfect for DIY investors. We’ll go over your situation and work together to create a full financial plan that you can execute and manage on your own. Depending on the complexity of your situation and time involved, this plan will cost between $1,500 and $6,000. Once I get an idea of how complex your situation is, I’ll give you an estimated quote which you can review before any money changes hands. After the project, you’ll walk away with a written plan that you can use to live your best life.

Ongoing Advice

Want to focus on all the fun parts of your life instead of trying to learn every line of the tax code and every aspect of the investment world? This option is for you.

After your initial plan is created, we’ll meet 3-4 times per year for recurring things like tax planning, estate planning, rebalancing, gifting, and withdrawing money in the most tax-efficient way (so you can actually keep the money you’ve accumulated), and can meet additionally as needed to address changes in your life or questions that arise. Currently billed at $500 at the end of each quarter via credit card or ACH.