Hiring a financial planner requires trust. My priority is to make the decision comfortable for you.

All new clients begin with the “Guided Start”
where we work on a project basis.
My areas of expertise include:

  • Retirement: long-term projections, 401(k) plans, IRAs, Social Security.
  • Family: IVF, college planning, caring for aging parents, wills and trusts.
  • Investments: review portfolio, recommend strategy, select investments.
  • Tax: Roth vs. Traditional IRAs, tax projections, exercising stock options.
  • Insurance: recommend the right type and amount of protection.

There is an avalanche of personal finance information out there. I want to help clients filter out the noise and answer: how does this apply to me? will I have enough? and now what do I do? I can help you find those answers.

Guided start

Video or in-person.

Work with me on a project basis. We’ll discuss your priorities, define the project scope, and agree on the fee. The topic areas above are a sample of what i can help with.

$3,500

Will vary based on project scope.

Peace of mind

Video or in-person.

Work with me on an ongoing basis. I will be on-call as you navigate life transitions, including new jobs, changes in marital status, and buying a home.

$5,000

Minimum annual fee (charged quarterly).

How The Fee part works.

Jane Financial, LLC is a fee-only financial planning firm. I’m only paid by you, the client. I don’t make money from product commissions. I don’t have income from other business activities. I also don’t have a minimum portfolio size.

Instead, I charge a fixed financial planning fee based on the complexity of your financial situation. This fee includes investment advice. Many firms focus on investments, but I believe in comprehensive financial planning.

How it flows.

1.

Introductory Call

We’ll have an initial 30-minute call to learn about your situation and your financial goals. If we mutually agree to proceed to step 2, Jane Financial will schedule the next meeting and prepare a proposal.

2.

Meeting: Review the Proposal

We’ll have a 60-minute meeting to review the proposal together and answer your questions.

3.

Get organized

I’ll make it as easy as possible for you to securely upload key documents and statements so that I can get started on creating your customized financial plan.

4.

Understand Where You Are Today

I’ll create your personal statement of net worth to provide a snapshot of where you are today.

5.

Meeting: Review Your Customized Financial Plan

I’ll present your customized financial plan and provide recommendations on how to achieve your goals. We will have plenty of time to answer your questions and adjust the plan together.

6.

Post-Meeting Check-In

Two to four weeks after I present your financial plan, we will schedule a follow-up meeting to see what questions you have on the plan and gauge your interest in continuing to the Peace of Mind service.

I would love to chat about where you are today, and where you want to go.