What Financial Planning Means Here

Financial planning isn’t about guessing, Googling, or trying to figure it out on your own. It’s about having guidance, structure, and a strategy that’s built around your life — not a generic template. Our approach blends financial planning with financial coaching, so you not only have a strategy — you understand your decisions and feel confident implementing them.

Here’s what our planning relationship helps you do:

understand your full financial picture
make informed decisions with ongoing support
build long-term, sustainable wealth
align your money with your values and priorities
reduce overwhelm and decision fatigue
use wealth-building strategies typically reserved for higher-net-worth families

While ongoing planning creates the biggest impact, we also offer one-time meetings for clients who need clarity on a specific financial question or decision.

You get clarity, partnership, and a plan that evolves as your life evolves.

Who This Is For

Financial planning with Artemis Wealth Management is designed for individuals and families who want clarity, structure, and a trusted partner to help them make intentional financial decisions.

We support:

Women who want confidence, clarity, and an advisor who respects their goals and lived experience
Marginalized communities seeking access to financial education and guidance they were rarely offered
First-generation wealth builders learning how to navigate the financial system for the first time
People experiencing major life transitions — inheritance, career changes, divorce, widowhood, or new financial responsibilities — who need grounded strategy and support
High-income earners who want tax-aware planning, long-term structure, and clear decision-making frameworks
Entrepreneurs and business owners who need financial clarity alongside business growth

If you want financial planning that is intentional, collaborative, and built around your real life, you’re in the right place.

How We Plan Together

1. Discovery & Vision Mapping

This is where we uncover the full picture of your goals, values, lifestyle priorities, financial history, and the opportunities and challenges ahead. Whether you’re managing significant assets or building wealth for the first time, we start by understanding how your money functions today and where you want it to take you.

2. Strategy & Planning

1. Discovery & Vision Mapping

Every plan begins with understanding your cash flow, not as basic budgeting, but as strategic resource allocation. Whether you're building wealth or already managing significant assets, clarity here drives every other decision.

From there, we create a personalized strategy that integrates the many parts of your financial life so your money works together, not in silos. Your plan is comprehensive, adaptable, and grounded in what matters most to you.

3. Implementation

4. Ongoing Support & Adjustments

We turn strategy into action. You receive step-by-step guidance on what to set up, adjust, or optimize from account structure and investment moves to tax-aware decisions and protection planning. You’re supported through each step, so progress is clear and nothing falls through the cracks.

4. Ongoing Support & Adjustments

Life changes, and your plan should evolve with it. We monitor your progress, revisit your priorities, evaluate new opportunities, and make strategic adjustments throughout the year. You gain a partner who helps you navigate decisions as they arise, ensuring your plan stays aligned, efficient, and forward-moving.

Why Ongoing Financial Planning Matters

Real financial progress doesn’t happen in a single meeting. Life shifts, your goals evolve, and new decisions come up all year long.

Ongoing planning gives you:

consistent support when decisions arise
clarity instead of guesswork
a structure that keeps you moving forward
a strategy that adapts as your life changes
fewer mistakes, less overwhelm, and more confidence

One-time plans offer information.

Ongoing planning offers transformation.

This is where clients see the biggest results.

Find out more

Ongoing Planning vs. One-Time Support

Ongoing Planning (Programs)

Support throughout the year
Updates as life, income, or goals change
A partner to help you understand your options
Strategy for both short-term and long-term goals
Accountability + structure
Proactive planning (not reactive)
Clarity before decisions, not after mistakes
Highest client success + satisfaction

One-Time Meetings

Ongoing Planning (Programs)

Focused guidance on one specific issue
Great for special situations
No ongoing updates or check-ins
You handle implementation alone
Best for immediate, narrow decisions

Bottom line:
One-time support helps with a moment.
Ongoing planning changes the entire path.

Lite Program

Platinum Program

Elite Program

Foundational planning with ongoing access and support.

Includes:

clarity around your full financial picture
a personalized plan with prioritized next steps
ongoing access for questions and guidance throughout the year

Starting at $2,400/year
Payment plans available

Elite Program

Platinum Program

Elite Program

Comprehensive planning for clients who want deeper strategy and proactive guidance.

Includes:

ongoing updates as life and goals evolve
support across major financial decisions
deeper integration of investments, planning, and tax-aware strategies

Starting at $5,700/year
Payment plans available

Platinum Program

High-touch partnership for complex financial lives — personal, business, tax, and legacy.

Includes:

advanced planning across business, personal, and long-term strategy
full integration and coordination with your professional team
strategic support for multi-layered financial decisions year-round

Starting at $12,500/year

Payment plans available

Additional Planning Options

Stand-Alone Financial Plan

Designed for clients who have a specific financial question or one-time decision they need expert support on — such as inherited assets, business-owner compensation, or evaluating a major financial move.

Pricing varies based on scope of work.

Tax Planning Engagement

Tax planning is one of the most powerful ways to build and preserve wealth.

This engagement offers proactive, forward-looking tax strategy — not just tax preparation.

Why Clients Choose This:

reduce long-term tax liability
avoid costly mistakes
understand the tax impact of major decisions
plan ahead instead of reacting after year-end
ma

Tax planning is one of the most powerful ways to build and preserve wealth.

This engagement offers proactive, forward-looking tax strategy — not just tax preparation.

Why Clients Choose This:

reduce long-term tax liability
avoid costly mistakes
understand the tax impact of major decisions
plan ahead instead of reacting after year-end
make business, real estate, and investment decisions with clarity
align your tax strategy with your full financial plan

What You Receive:

business owner compensation strategy
inherited asset withdrawal analysis
qualified business deductions & fringe benefit review
Augusta Rule evaluation
charitable giving & DAF planning
QOZ & installment sale strategy
multi-year scenario modeling
clear recommendations
collaboration with CPAs or attorneys

Pricing varies based on scope of work.

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FAQ: Financial Planning

Visit our full FAQ page for more information

How do I know which planning program is right for me?

We’ll talk through your goals, your financial picture, and the level of support you want. Most clients can easily identify their best fit after the first conversation.

Do you offer one-time meetings?

Yes. One-time meetings are available for clients who need clarity on a specific question or decision. For ongoing support and long-term planning, our programs are the best fit.

What happens after the initial 12-month program?

Most clients continue because life keeps evolving and new decisions come up. At the end of the year, we’ll evaluate your goals and decide together which level of support makes sense moving forward.

What’s the difference between financial planning and wealth management?

Financial planning focuses on creating strategy, structure, and clarity across your full financial life. Wealth management includes investment management and may reduce or integrate planning fees depending on your situation.

What’s the difference between financial planning and financial coaching?

Financial planning gives you a personalized strategy for your full financial life. Financial coaching supports the “why” behind your decisions, builds confidence, and helps you follow through. With Artemis Wealth Management, you get both.

Do planning fees change if you also manage my investments?

Yes. Planning fees may be reduced or integrated based on assets under management and the level of ongoing work involved.

Check the background of your investment professional on FINRA's BrokerCheck.

Securities and advisory services offered through LPL Financial, a registered advisor. Member FINRA, SIPC. The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA, AR, FL, GA, IL, LA, MD, MI, MO, NC, NY, OK, RI, SC, TX, WA

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Financial Planning That Gives You Clarity and a True Partner

What Financial Planning Means Here

Who This Is For

Your Financial Plan, Professionally Structured

How We Plan Together

1. Discovery & Vision Mapping

1. Discovery & Vision Mapping

1. Discovery & Vision Mapping

2. Strategy & Planning

1. Discovery & Vision Mapping

1. Discovery & Vision Mapping

3. Implementation

4. Ongoing Support & Adjustments

4. Ongoing Support & Adjustments

4. Ongoing Support & Adjustments

4. Ongoing Support & Adjustments

4. Ongoing Support & Adjustments

Why Ongoing Financial Planning Matters

Ongoing Planning vs. One-Time Support

Ongoing Planning (Programs)

Ongoing Planning (Programs)

Ongoing Planning (Programs)

One-Time Meetings

Ongoing Planning (Programs)

Ongoing Planning (Programs)

Our Financial Planning Programs

We offer different levels of financial planning designed to meet you where you are and grow with you as your life and goals evolve.

Lite Program

Platinum Program

Elite Program

Elite Program

Platinum Program

Elite Program

Platinum Program

Platinum Program

Platinum Program

Additional Planning Options

Stand-Alone Financial Plan

Tax Planning Engagement

FAQ: Financial Planning

Ready for Clarity and a True Partner in Your Wealth?

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