Summer Onboarding Special: June 1 - July 31, 2026

“Ugh, yeah, we really need to do that… maybe in the fall!”

There’s always a reason to procrastinate on financial chores, which are a particularly obnoxious combination of brain-breaking technicals and ticky-tacky paperwork (plus bad websites.)

And what’s just one more day without a will set up, or with your old Roth IRA sitting in cash, or with a home ownership policy that hasn’t been updated since your major remodel?

You decide you’ll wait for “a good time” to tackle it all… and that day just never arrives.

We see this challenge especially in the summer, when vacation costs feel too one-time to accommodate in financial planning, a bevy of summer camps have blown up schedules, and “I deserve a break” is a true statement.

But then you jump out of a golf cart’s way at the last minute and in a flash, wonder if the worst had happened and you didn’t have that will set up. Your phone pushes an alert about a market rally and you think of that old IRA sitting in cash, missing out. Your kiddo launches into a baking project that probably wasn’t intended to be flambe, and you remember none of that new kitchen is in your insurance.

So we’re experimenting. For new clients who join our firm between June 1 and July 31, 2026, we’re reducing our one-time onboarding fee, just to lighten one potential excuse for a little more procrastination.

We’d love to chat with you about your financial life. Request an intro any time; it’s easy to schedule via Calendly.