Financial planning, Investment management and tax preparation Services

Our Service Packages are affordable and flexible to meet your needs.

I believe that you receive the greatest value through an ongoing and dynamic relationship built on trust and open collaboration. My extensive professional experience, along with judgement gained from real world experience, leave me well positioned to help you discover your financial priorities, build a coherent plan to address your needs, and support you in achieving a life free of financial worry.

Ongoing Financial Planning Services

Quarterly Fee - $850 for an individual and $1,000 for a couple

Investment Management - 0.35% of Assets Under Management Annually ($350/$100,000 Invested)

Maximum Fee - Combination of Quarterly Fee and Investment Management not to exceed $8,000 per year

A comprehensive financial plan serves as a map for your financial life. We will begin with a discussion about your needs and priorities in order to get a clear picture of the destination you would like to reach. I will then create and document a plan to get you there. This will help you understand your starting point, prioritize your goals, and provide tangible action items to move you forward. A plan like this is substantial so we will break it down into manageable pieces.

This is an iterative process. We will continue to refine your priorities based on changes in your life and financial situation. We will meet in person or virtually at least once every year to review your progress and assess the need for any changes. Most importantly, I am available any time you would like to have a discussion outside of our scheduled meetings.

Working with me in Four Easy Steps:

Step 1: Let's Chat - Initial Consultation

I offer a free 1-on-1 consultation to give us a chance to get to know each other. During our 30-minute meeting we will discuss your finances at length to determine if we are right for you.

Schedule your free 1-on-1 consultation

Step 2: Build a Plan

Based on our initial meeting and the information you provide to me, we will formulate a plan and options based on your objectives, needs, and the full scope of our advisory relationship. I’ll do the heavy lifting, so you don’t have to.

Step 3: Stay Accountable

As soon as your plan is completed and options are laid out, we will determine the who, what, when, and where of the actionable items in the plan. I will hold you accountable (in a good way) each step along the way. Don’t worry, we’ll take it step by step!

Step 4: GO LIVE YOUR LIFE!

Increase your clarity and diminish financial stress. With our client dashboard, you will be able to see all of your finances in one easy to use place, accessible on your phone, tablet, or the web. We’ll touch base on a periodic basis, and I’ll make sure your plan is running smoothly in the background and that you continue to build on the valuable progress we’ve already made.

Focused Financial Planning

$2,000 - $500 paid upfront and $1,500 at completion

Everyone knows that the first step is usually the most difficult. This service is ideal for those that would like focused direction on specific areas of their financial lives and may not have significant assets to invest at this time. All clients receive a detailed statement of their current financial position and a future projection given the various inputs and assumptions discussed in the discovery process. A write up with actionable steps will be included at delivery.

Schedule Your focused financial planning discussion

Hourly Financial Planning

$225 / Hour

For those with a very specific set of financial planning issues to discuss, it may be most economical to hire Outbound Financial on an hourly basis. This is likely only appropriate in a limited set of circumstances, and we would be happy to discuss.

Schedule Your hourly financial planning discussion

Investment Management

0.35% of Assets Under Management

We believe that markets are generally efficient. Rather than try to outguess them, we use the power of the markets to your advantage. We focus on building well diversified portfolios that control costs and give you the best chance to meet your objectives without undue risk. Before we invest funds on your behalf, we will review your goals, risk tolerance, time horizon, tax considerations, income needs, and any unique concerns you might have.

Schedule a quick discussion to Learn More about your investment options