‍After completing the contact form, we respond via email to confirm details and explain the process.

Consultations are scheduled Tuesdays 2:00pm - 5:00pm, and Thursdays and Fridays between 9:30am and 1:30pm Eastern Time

The intro call is an opportunity to ask questions, discuss your financial concerns, and establish the values to guide your money decisions. If you decide to move forward, you’ll receive a fiduciary agreement and an invitation to your personal financial planning website.

Meeting will be with Tyler or Ronnie, depending on availability & scheduled time

Then, the first financial planning meeting focuses on getting acquainted, confirming facts, and setting the tone for the next meetings.

Meeting will be with Tyler or Ronnie, depending on availability & scheduled time

Financial planning required detailed information upfront. It's a lot, no question, but necessary. We can't look for a path forward without knowing exactly where we're starting from.

Once we know your starting point, we then need to talk about where you want to go. We want to take into account what you shared in the Getting to Know You meeting (your values & principles) and discuss what you want from your financial life. Whether it's FIRE (Financial Independence w/ Recreational Enjoyment), travel, college education for the kids, vacation homes, starting a business - whatever matters to YOU is what we're looking for here. Together, we'll try to set target timeframes and costs to these goals & work out what's possible.

Once we know where you want to go, the OlsonFP team will get to work figuring out what steps need to be taken to get you there. Depending on how things work out, this could be an iterative process with an extra meeting or two to fine-tune things. Why? Sometimes tradeoff decisions will need to be made and then the plan reworked with those changes in mind, so it's just part of the process.

Once we've worked out the plan together, it's time to get our hands dirty and get the necessary things done to set you up for success. Whatever steps are outlined, we'll help you walk through it.

Comprehensive plan for those who want ongoing tax, financial and estate planning support infrastructure in their lives. It is us on retainer, a form of insurance if you will. Optional asset management (via Altruist) included if desired. This service includes two (2) semi-annual plan review meetings, one (1) tax planning meeting in the fall, and accessibility to both of us throughout the year, so we are making good use of your time with pre-scheduled meetings, but also we meet as life happens and you need our guidance and advice.

Upfront Fee: $5,000

Annual Fee: $8,100 - $14,400 (based on income & net worth)