Two ways to work together.
One standard of advice.
Free. 15 minutes by phone or Zoom.
Focused Planning Built Around You
At Vessel Financial Planning, we help you turn your values into a clear financial path. Whether you’re looking for ongoing guidance or a plan you can implement on your own, our process is designed to give you clarity, confidence, and direction every step of the way.
Working with RSUs, options, or ESPP? See equity compensation planning.
Start Building Your Future Today
Everyone’s financial life looks a little different, so we offer two ways to work with Vessel. Whether you want a partner in your corner year-round or prefer clear direction you can follow on your own, you can choose the approach that fits where you are right now.
How it Starts
- Intro call. 15 minutes by phone or Zoom. We see if Vessel is a fit.
- Discover meeting. 60 minutes. We walk through your finances and what matters most. You leave knowing which option fits and exactly what it costs.
- You decide. Both meetings are free. Paid work begins only when you sign an agreement.
Starting Point
For anyone who wants to lead on their own finances, or who prefers a budget-friendly way to get professional guidance. This three-month engagement follows three meetings: Discover, Organize, and Implement. Discover is free. Your fee covers the work after it: your financial assessment, your written plan, and your action steps.
Financial Assessment
Strategic Plan
Actionable Steps
Journey
Ongoing support and regular check-ins, so your plan keeps up as life changes. This 12-month engagement renews annually. It starts with the same three meetings (Discover is free), then adds meetings every six months and unlimited email support in between. You can pay monthly or quarterly.
Financial Assessment and Values Discovery
Strategic Plan
Actionable Steps
Investment Management
Portfolio Rebalancing
Proactive Guidance
Adaptive Tax Planning
Coordination of Estate Planning
Pricing Structure
We operate on a fee-only model, meaning our compensation comes directly from you, not from commissions on product sales or outside incentives. Our pricing is simple, transparent, and clearly spelled out, so you always know exactly what you’re paying for and what you’ll receive.
Starting Point
$1,000 for the planning work after your free Discover session
Journey
$2,500 – $10,000 annually + a percentage of managed investments (see chart below)
Your Discover session is free. Journey begins when you sign.
Asset Management Fee Schedule
| $0 - $499,999 | 0.95% |
| $500,000 - $999,999 | 0.85% |
| $1,000,000 - $1,999,999 | 0.75% |
| $2,000,000 - $4,999,999 | 0.50% |
| $5,000,000 + | 0.40% |
Asset management fees are capped at $25,000 annually.
If you continue with Vessel after Starting Point, every dollar of your Starting Point fee rolls into your first year of Journey.
Get Your Plan in Motion
Whatever option you choose, our focus stays the same: to give you a clear roadmap so you can live the life you want today, and move toward the financial future you're intentionally building.
Free. 15 minutes by phone or Zoom.
Want answers first? Read the FAQ or text me at (972) 581-9010.
Investment Management
We manage your investments with strategies aligned to your goals, time horizon, and risk tolerance. From selecting the right assets to monitoring and adjusting your portfolio, we handle the details so you can focus on living your life.
Milestone Planning
We help you prepare for major life moments — college, vacations, a new home, and other big purchases — so you can enjoy them without worry. We map out the timing, cost, and strategy making sure these milestones line up with the rest of your financial plan.
Insurance & Risk Management
We review your life, disability, and long-term care coverage to ensure your family and finances are protected. With insurance aligned with the rest of your financial life, you can manage risk confidently and safeguard what matters most.
Retirement Planning
We work with you to create a retirement that reflects your goals and values so you can enjoy today while feeling confident about what lies ahead. From choosing the right accounts to knowing how much to save, we guide you in building a clear path toward the future you want.