Personalized advice.
One simple fee.

Flat-fee financial planning from a conflict-free fiduciary.

“financial

Our services

 
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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.

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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

    • Emergency funds

    • Rent vs. own

    • 529 college savings

    • Student loan debt

    • Buying a home

    • Starting a family

    • Stocks and bonds

    • Index funds and ETFs

    • Asset allocation

    • Pre-IPO stock options

    • Restricted stock units (RSUs)

    • Employee stock purchase plan (ESPP)

    • 401k

    • Roth and Rollover IRAs

    • Pension estimates

    • Social security planning

    • Life insurance

    • Will vs. trust

What to expect

 
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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.

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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.

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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.

Featured In

Featured on CNN Connect the World on April 7, 2025 to discuss how the market down turn could affect retirement investments.

 
 
 
 
 

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.