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EarnestPlanning

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Sixty seconds to see if we’re a fit.

Six quick questions. No typing, just tap. If we’re a match, you can book a 30-minute intro call right here.

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0 OF 6 ANSWERED

How old are you?

Roughly is fine — it helps us frame the timeline.

Household income?

Pre-tax, all sources combined.

How much do you have invested?

Across brokerage, retirement, and cash — a rough range is fine.

Do you have equity compensation?

RSUs, ISOs, ESPP, options — anything that vests.

Kids at home?

Childcare and education shape a lot of the plan.

Which state are you in?

We register state by state — this tells us if we can work together today.

What happens after

Four steps from hello to a working plan.

Intro call

A short conversation to see if we’re a good fit. No prep, no pressure.

30 minutes

Discovery meeting

We collect and verify your information so the plan starts from the real picture.

1 hour

Plan presentation

We walk through the plan together and decide how to move forward.

1 hour

Ongoing implementation

We put the plan to work and keep it current as life changes.

As needed
See what each meeting covers