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Frequently Asked Questions

What are your fees?

We use a flat fee subscription model in order to serve every client in a more efficient and streamlined way. You can learn more by visiting our process page, where our fee structure is explained.

Do you offer services to residents?

Yes! Our student plan, at $49 a month, was designed with residents and fellows in mind.

Do you have an investment minimum?

Nope! Our flat fees allow us to give the same experience to every client, regardless of how much they are investing.

What is financial planning and why do I need it?

We are as comprehensive as possible with your personalized financial model. Have student loan or credit card debt? We’ll make a sustainable plan to be able to get that weight off of your shoulders, while still saving! No emergency fund? We’ll systematically save to take emotion out of the equation to help you get to your goals more efficiently. Need to get a new job? We can connect you to someone to review your contract. Want to buy a house? We’ll create specific goals to save for a down payment and asses all the options.


Any financial question you have, you should feel comfortable coming to us to get an extra set of eyes, or an expert opinion on these decisions, no matter how big or small.

Do you work virtually?

Since the COVID-19 pandemic, we have pivoted to a hybrid model. We still offer in-person meetings for our local clients but are also expanding our client base worldwide!

How do I start?

Schedule an Ice Breaker Meeting today!
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