Services

I strive to always be

Catering to your differences

Get the support of a financial expert who respects and understands your unique vision and non-traditional goals when working with me at Ruby Pebble Financial Planning.

I want to offer you a wealth of knowledge so you can confidently make financial decisions that move you closer to the life and legacy you want.

Who We Work with

So far, you have been managing your finances on your own with some help from the internet and now you have come to a decision point that you are having more trouble visualizing...

Are you considering one or more of the following?

Buying a new home?
Retiring early or taking an extended break from your current career?
Planning financially when you and your partner have kept your finances separate?
Understanding how much it is truly going to cost to pay for your children’s university education and can you afford it?
Envisioning the long-term trajectory of your finances?

Adjusting your finances with a substantial income increase or decrease?
Understanding if you are making the right financial decisions and if you are missing something in your knowledge?
Wondering how you can balance saving for your future self as well as for your short and medium-term goals?
Managing your stock compensation?

We can help. Ruby Pebble Financial Planning is a fee-only financial planning firm specializing in working with individuals and couples in their 20s to late 40s to align their finances with their non-traditional goals.

How We Can Work Together

.01

Initial Comprehensive Financial Plan

At Ruby Pebble, every client starts with a comprehensive plan. Together over the course of several meetings, we will learn about your goals and dreams and examine where your finances are today so we can prepare a plan to turn your dreams into a reality. We will then create a detailed, big-picture financial strategy that alleviates stress and allows you to take control of your financial goals.

This service begins at $3,500 and increases based on lifestyle, with the average around $4,900. Half of the fee is due upfront and half after completion of the plan. Let’s talk about what this could look like for you by scheduling a free consultation call using the button below.

WE CAN WORK ON:

IF YOU SAY 'Yes' to these questions

Know That I am More Than Ready to help you

Have you been DIYing your finances?

I can help you envision your entire financial life to see where you are and where you are going to answer your detailed questions and find any gaps in your financial planning.

Do you want to become work optional in your 30s or 40s?

With your high savings rate, I can help you envision how your finances can support you for decades with no or more enjoyable income and help understand the tradeoffs.

Have you and your partner kept your finances separate?

I can help you plan solo or provide a safe space to help you understand your finances as a cohesive whole and how they can support your goals and any opportunities therein.

THE RUBY PEBBLE PROCESS

.01

Intro meeting

When you’re ready to transform your financial life, Jamie will meet with you to answer any questions you have about our services and determine whether we could be a good fit to work together.

.02

Mutual Fit

If it is a mutual fit, then we will provide a quote, you will sign an agreement, pay your upfront fee, and move into the financial planning process.

.03

Discovery

We will work together to understand and prioritize your goals, gather all of the relevant documents for our work, and review and understand where your finances are today so we can build out a vision of your future.

.04

Your Plan

We will be your guide with any recommendations to confidently direct your financial life closer to where you want it to be. Together, we will prioritize any action items and provide resources.

.05

Implement

We decide on how we will work together going forward or not. You can either implement your plan on your own or check in with us throughout the year, annually, or as-needed, depending on your needs.

.Book A Call

Ready to Begin?

Book your first appointment with Jamie at Ruby Pebble Financial Planning. The first call is free as a consultation to see if we might be a good match for you and your financial goals.

Our Work Together

WHAT I CAN DO WITH YOU

Help you create a strategic financial plan
Give your money a personal perspective
Advise you during life changes

I AM HERE TO CREATE A SAFE SPACE

I will act as your accountability partner to ensure continued progress on your goals. Here you will find a safe space to:

- Ask essential questions about your goals
- Align your finances and life plan
- Feel the freedom to live the life you want
- Find an approach to finances that fits your needs
- Enjoy a positive financial planning experience, so you continue to seek, learn, and grow your wealth
- Receive expert guidance with no requirement to move your investment accounts
- Make your dreams a reality, in some cases beyond what you thought possible

WHAT I CANNOT DO

Predict the economy
Forecast the market
Tell you how your money will perform

How We Can Work Together Moving Forward

.02

Annual Project Reviews

Nobody lives a static lifestyle. Yearly progress reviews from Ruby Pebble allow for the opportunity to examine how close you are to your goals. Together with Jamie, you can look over any life and job changes and update your plan to put you closer to your best life while making the most of your wealth.

This service begins at $2,500 and increases based on lifestyle. The fee is due at the time of service.

.03

Ongoing Financial Planning

Ruby Pebble will work with you to create a comprehensive financial plan you can implement on your own. However, if you’d like to continue a partnership, ongoing financial planning is for you. Together with Jamie you will implement your plan, stay accountable, and keep your financial life in good order with updates on an ongoing basis.

This service begins at $2,500 per year and increases based on lifestyle. The fee is due quarterly in arrears.