I created The Wealthy Parent to be the type of resource I wish I had when my son was born.

Our Services

The 90-Minute Financial Checkup

$450 | 90 minutes

This is for you if you want an efficient checkup with a fiduciary investment advisor who has no hidden fees or ulterior motives. You can share your screen and ask me questions about your investment accounts, retirement savings plan, college savings plan, or just about anything else investment-related!

The Wealthy Parent Plan

$4,950 | 6 months

This is for you if you want a full analysis of your financial life. Together over 6 months, we will review your financial ecosystem, financial independence plan, investment strategy, college savings plan, estate plan, insurance policies, and tax strategy. After completion you have the opportunity, but no obligation, to engage in annual financial planning.

The Wealthy Parent Plan

6 months | $4,950

I created The Wealthy Parent to be the type of resource I wish I had when my son was born. Even though I was in the investment industry for over a decade I still spent hours and hours researching the best way to set up our family’s financial and estate plans.  The Wealthy Parent Planning Process is a series of intentional meetings designed to educate and provide structure, purpose, and clarity to your financial life. Here’s what you can expect:

  • 6 purposeful meetings over 6 months

  • My documented full analysis and recommendations to optimize your financial ecosystem, financial independence plan, investment strategy, college savings plan, estate plan, insurance policies, and tax strategy

  • A simple 1-page financial plan summary

  • A written plan of action to reach your goals

  • Secure, digital access to your organized financial life via my app

  • Transparent, fee-only pricing

  • 100% control over your financial accounts

  • A family financial program that is customized to your values and goals

  • The opportunity to engage in annual planning upon completion via my Ongoing Access service for $495/year

After working with The Wealthy Parent…

  • You will be educated and empowered to manage your family’s finances for years to come.

  • You maintain 100% control over your accounts.

  • You can choose to keep me on your family’s financial team with Ongoing Access.

The 90-Minute Financial Checkup

$450 | 90 Minutes

You’re not looking for a full plan but still need financial advice from someone who isn’t trying to sell you something. I am here to help. This session is perfect for families who want a second set of eyes on their financial accounts. We can do anything from reviewing your 401k plan to opening up a new 529 plan account in this session. After our session is over you will get an email with my notes and recommendations. If you still have more questions you can always schedule another meeting.

  • A 90 minute meeting

  • 1 recap email outlining my recommendations and your next steps

  • Advice from Kelly, an investing expert and fiduciary

  • The ability to share your screen and get real answers

  • Transparent, fee-only pricing

  • No sales pitches. No commissions. No hidden fees. Just advice!

Looking for something else? I am happy to customize an hourly project engagement to support your unique needs. My hourly projects are billed at $300 per hour and generally start at $1,200.