What You Get
Complete financial review and goal alignment
Account & tax strategy (401k, Roth IRA, HSA, brokerage)
Personalized ETF portfolio and allocation
Clear contribution and savings plan
Long-term investing framework to stay disciplined
Step-by-step action plan to implement everything
Final strategy session to confirm your next steps
The Compounding Plan — $1,995
Build your investing strategy once — and build it right.
How It Works
Book a free intro call
Complete a simple onboarding questionnaire
Receive your personalized plan within 1–5 days
Review everything together and implement with confidence
Optional Ongoing Membership — $100/month
We offer an optional membership for clients who want continued guidance after their plan is built. These memberships provide long-term accountability and structured reviews — without ongoing AUM fees.
What You Get
Priority support with fast responses
Ongoing guidance as your situation changes
Help navigating important financial decisions
Periodic reviews to stay on track
Accountability through all market cycles
How It Works
Join after your plan is delivered
Reach out anytime for guidance or questions
We adjust your strategy as needed
Regular check-ins keep everything aligned