
01 Getting to know you
Your past experiences shape your relationship with money. We'll deep dive into your concerns, goals, and questions about money in order to create a personalized plan.
Common questions people ask:
"When can I retire?"
"Am I saving enough?"
"Are my investments appropriate?"
"Should I buy a house?"
"Can I pay less taxes?"​​
"What should I do with my equity?"
Pricing
Ongoing support and guidance - Never make financial decisions alone.
✓ Dedicated Advisor
✓ No Account Minimums
✓ Personal and responsive
$500
to get started
Right Capital Financial Plan
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Investment recommendations
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Cash needs review
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Budget planning
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Estate planning guidance
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Insurance review
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Debt paydown planning
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College savings planning
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Employee benefit guidance
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Tax return review
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Investment management
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Tax planning
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Coordination with CPAs/Tax preparers
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Distribution planning for retirees
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Equity compensation planning
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Charitable gift planning & DAF management
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optional**
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​optional**​
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Financial Planning
Full
$500/mo*
Financial Planning
Lite
$250/mo*
*Monthly fees may be reduced in light of assets under management.
**Additional fees for investment management as detailed below.
Investment Management

Ongoing monitoring and rebalancing is important to keep your investments on target. You can add-on investment management, freeing you to focus on what matters most.​
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Investment management includes:
✓ Ongoing monitoring and periodic rebalancing
✓ Tax-efficient trading and Tax Loss Harvesting (TLH)
✓ Reduce concentrated positions and diversify risk
✓ Low cost, diversified ETF portfolios
✓ Account consolidation
Simplified Management
For investors just starting out fresh!
A streamlined approach with an innovative experience.
Assets held at Betterment for Advisors
Annual advisory fee is 0.50% of assets under management.
Tailored Management
For investors with concentrated
positions and unrealized gains.
Assets held at Charles Schwab. The fee is based on the following schedule:​​
$0 - $2,500,000, annual advisory fee is 0.75%
$2,500,001 - $10,000,000, annual advisory fee is 0.60%
$10,000,001 and above, the annual advisory fee is negotiable
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Ongoing monthly planning fee waived when managed assets at Schwab exceed $2.5M
Hi, I’m Heather 👋
Founder, Lead Planner
I started this firm to help families like yours take the stress out of managing finances so you can focus on what matters most—your family, your happiness, and your goals.​
I love to get to know new people, and planning allows me to get to know you and craft a tailored strategy that caters to your individual values.
If you're searching for a small office with a planner who genuinely wants to get to know you by your first name - you've found the right place.
