What it costs
How we work, and what it costs.
$4,800 a year
Planning starts at a flat $4,800 a year.
That's the price of the planning itself, printed here so you don't have to ask. If you'd also like us to manage your investments, or our CPA to prepare your tax return, those are priced separately. We'll go through both at the first meeting, and you'll know what you'd pay before you decide anything.
Fee-only
What fee-only means
- You pay us directly. Nobody else pays us.
- We don't earn commissions, and we don't sell products.
- So the only thing we have to offer you is advice.
Some advisors are paid by the companies whose products they recommend. We aren't.
What the planning covers
Retirement planning
When you can stop working, and what you'll live on.
Tax planning with our own CPA
The tax side of every decision, answered in the same office by Dana Field.
College savings
For children or grandchildren, planned alongside everything else.
Estate plans, with your attorney
We work with your lawyer so your plan and your documents agree.
Priced separately, if you want them
| Investment management | We look after your investment accounts as part of the same plan. |
|---|---|
| Tax return preparation | Dana prepares your return, so the plan and the return come from one office. |
How it starts
- A free first hour.At our office on the isthmus or by video, weekdays or an evening by appointment. We listen and ask about your goals.
- A one-page summary within a week.What we heard, in plain words.
- Then it's your call.If you'd like to work with us, your advisor and our CPA begin planning across the four areas above, together.
Plain questions
Is the first meeting really free?
Yes. One hour, free, at our office on the isthmus or by video.
Do I have to decide anything at the first meeting?
No. We listen, ask about your goals, and send you a one-page summary within a week. You decide afterward, in your own time.
Why does it say "starts at"?
Because $4,800 a year is where planning begins. Investment management and tax return preparation are priced separately, and we'll walk you through what applies to you at the first meeting.
Do you do taxes?
Yes. Tax planning with our own CPA, Dana Field, is part of every plan. If you'd like Dana to prepare your return too, that's priced separately.
Do you write wills?
No. We work with your attorney on your estate plan. The legal documents are theirs to draft, and we make sure your plan and those documents agree.
Can we meet after work?
Yes. Our office is open Monday to Friday, 8:30 a.m. to 5:00 p.m., and we meet in the evening by appointment. Video works too.
Start with one free hour.
One hour, free, at our office on the isthmus or by video. We listen, ask about your goals, and send you a one-page summary within a week.