We help progressives build thoughtful, prosperous, impactful financial lives. By making smart financial decisions based on their values, clients can attain financial security, live lives they feel good about, and make the world better.
Values Added focuses on meeting the needs of people who want a trusted advisor to help them as their lives evolve over time.
The Steps We’ll Go Through
We work together to:
Articulate your financial life goals and values
Develop a financial plan that will support those values, including:
Spending/Happiness planning/Cash Management
Insurance and risk management planning
Charitable giving planning (recommended but optional)
Business and Career advice (optional)
Education planning (optional)
Support with estate planning
Coordination with any other related professionals of your choosing
Develop systems to automate the plan so it’s easy to stick with
Once the plan is in place, I monitor it consistently and we meet twice a year to evaluate how the plan is progressing and revise as goals or realities change
I answer questions whenever they arise and help keep you on track with unlimited email support
What it Costs
Our goal is to always to provide value greatly in excess of the cost. Our pricing is designed to facilitate great client outcomes and to avoid conflicts of interest. Prices vary widely since clients have such different needs and circumstances. This service generally begins at around $2,000 per quarter. The sliding scale fee increases substantially for households with more income or assets. At first, that may seem like a lot, and it is, but it’s often a great deal. High-quality financial advice can be worth much more than it costs. If you are curious to learn more about what it would cost in your situation, ping us.