Our Services

Everyone's financial situation is unique.  I believe everyone has the capacity to manage their own finances if everyday financial planning issues are explained to them in ways they can understand. I am a fee-only financial planner. I am not selling any products - you just pay me for my time.

Financial Planning

All new clients pay $100 per hour. That’s it. There are no other hidden fees or charges. Your total invoice will depend on the compexity of your situation. I am a fidicuiary, which means I am legally required to act in your best interests.

After your free initial consultation, I will send you a financial planning contract. Only after it is signed will I begin to bill for my time. The client decides the scope of our relationship. Some clients just want to talk to me for an hour or two when something comes up. Others like more frequent sessions - for example, an annual review. It is the responsibility of the client to implement the plan, but I can help you along the way.

Just click on Contact Us to schedule your free initial consultation.

Virtual Tax Preparation

My clients asked for it and I listened. I am now offering virtual tax preparation and e-filing services starting with the 2023 tax filing season.

Prices start at $85 for Form 1040 with the standard deduction. There are additional charges for each Schedule. The first state return is $65, $50 for each additional state return. All state returns with the exception of New York and Oregon are supported. Please contact me for a complete schedule of my tax preparation fees. There is no additional charge to e-file your returns.

Existing Everyday Financial Planner clients get 10% off!

Upload your documents and chat with me through my customized app.

Just click on Contact Us to get started.