Mountainview Financial Planning advice-only planner logo

The Clarity of 
Advice-Only Planning

I firmly believe that financial planning is a holistic process; and all of the pieces of your overall financial health are interconnected and dependent upon each other. For that reason, I've designed my comprehensive package to give you full confidence and understanding in where you are at, and more importantly, where you are going with your financial situation.

As an advice only fee-for-service financial planner, I offer fixed priced packages that depend upon the complexity of your financial situation. All prices are agreed upon beforehand. I do not engage with a client if I don't believe that my services can bring value into their lives that far outweigh the fees.

Our Collaborative Process

A meticulous six-phase journey to absolute financial clarity.

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Phase 1
Inventory
Gathering your financial vitals and organizing your data to create a clear picture of where you stand today.

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Phase 2
Discovery
An intentional conversation to define your ideal future, uncover challenges, and align your money with your values.

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Phase 3
Create
I dive into the numbers, stress-testing different scenarios to build a personalized blueprint for your goals.

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Phase 4
Present
A dedicated session to walk through your plan, explore the results, and ensure every question is answered

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Phase 5
Handover
Access your final interactive plan and custom video walkthroughs and reports.

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Phase 6
Implement
Transitioning from planning to doing. I provide the specific action steps or ongoing support to bring your plan to life.

The Comprehensive Plan

A data-driven, holistic roadmap designed to provide total clarity over you financial life.

Fixed Fee
$3,000

Standard Package

What's Included?

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Cash Flow & Net Worth
Complete mapping of your current financial foundation.

Retirement Planning
Stress-tested projections for long-term security.

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Investment Analysis
Objective review of asset allocation, costs, and optimal implementation.

Major Purchase & Debt Planning
Strategic guidance for significant life purchase and debt utilization.

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Risk Management
Independent insurance and liability review. Scenario stress-testing.

Estate & Tax Overview
Efficiency strategies and legacy coordination.

This package is for everyone that doesn't fit the higher complexity criteria for advanced planning

* Please note, at this time I do not take on clients who are US/Canada dual citizens. You will best be served by finding a cross-border specialist.

Higher Complexity

Price determined by complexity and agreed upon beforehand

$3,500 - $6,000

For plans including any of these higher complexity factors:

  • Self-employed corporation owners
  • Rental property owners
  • Unique types of compensation (RSUs, stock options, etc)
  • Divorce or separation agreements involving spousal/child support

Your Plan Starts With a No-Obligation Introductory Chat

Book Your Call Here

Hourly Advice & Project-Based Work

Not ready for a full plan? I offer targeted consultations for specific financial questions on a hourly or project basis.