What we do

Financial Planning is an in-depth technical process, a process which doesn't matter unless your goals, aspirations, and relationship with money are known first. We work through a process of getting to know you so that the steps we take in your financial life match the steps you're taking in the rest of your life.

Our process

Discovery Meeting: A 90-minute meeting during which we get to know each other and try to determine if we're a good fit to work together.

Proposal Meeting: A 60-minute meeting during which we answer any questions you have, then if you're ready, review and sign the paperwork to get you started as a client.

First (few) Client Meeting(s): 60 to 90-minute meetings during which we work to make sure we're going after the highest priority concerns, and start taking the First Moves to lay a good foundation for you future financial success.

Regular Quarterly Meetings: 60 to 90-minute meetings during which we check-in on life, goals, and anything else important to you, and start taking the First Moves on the next priority.

Who we serve

Through our innovative fee structure First Move Financial can serve a wide range of clients with a focus on young professional families. If you're looking at buying your first home, having children, paying off student loans, a big job transition, or wondering if you are where you should be in your mid-career, then schedule a complimentary call with us to see if we may be able to help you.

How we're paid

First Move Financial works on a retainer fee that is paid monthly. This way you can pay our fees the same way you pay for your cell phone, for example. If you want to know more about why we charge this way, check out this post in our blog.

This fee is determined using the following formula:

1% of Income + 0.25% of Net Worth


Income = Last year's AGI on your tax return

Net Worth = Your accounts (investment, bank, retirement, etc.) + your home (what you paid for it) - ALL liabilities (mortgage, auto, personal, student loans, etc)


Net Worth

Annually your fee would be:  $

This is paid as a monthly fee of:  $