Schedule a Call
No prep required. We’ll talk briefly about why you’re reaching out, what you’d like help with, and if it makes sense to have a longer conversation.
Choose a time that works for you below.
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Is Motif Planning a good fit?
Motif Planning works with families who want an advisor involved throughout the year, not someone they call once for a specific question.
You may be a good fit if:
• Your household earns around $250,000 or more
• You’ve built meaningful savings and investments
• You want help across several parts of your finances
• You want to hand off some of the work, including investment management
• You’re looking for an ongoing relationship
Ongoing financial planning and investment management costs $5,000 to $15,000 per year, billed quarterly.
Motif Planning probably isn’t a good fit if you’re looking for:
• A one time financial plan
• Hourly advice
• Help with only one financial question
• Standalone investment recommendations
What we’ll talk about
The first call is intentionally short. I’ll ask what prompted you to reach out, what’s on your mind, and what you’d like help managing or handing off. You can ask me anything about the service, pricing, investment management, or what working together looks like. By the end of the call, we’ll know if it makes sense to keep talking.
If it seems like a fit
The next step is a 60 minute conversation where we’ll have more time to talk about:
• What you want help with
• The decisions taking up your time or attention
• What you’d like to hand off
• What you want your money to make possible for your family
• What working together could look like
If you’re married or partnered, both of you should attend this meeting. At the end, you can decide if you want to move forward. No financial planning homework is required before either call.
Not ready to schedule yet?
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