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My Services

Chase Allen Wealth provides fiduciary financial planning for one transparent, flat fee. I never sell products or earn commissions, so my recommendations are based solely on what’s in your best interest.

Financial Clarity Session
$450 one-time fee, paid upfront

A financial clarity session addresses:

  • “I need a second pair of eyes on my finances.”

  • “I would love some direction, but I don’t know where to start.”

  • “I need guidance and expertise on one or two specific things."

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After submitting the required information, we'll schedule a two-hour call to discuss your financial picture and address one or two specific questions. 

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This is a good fit for people who want a financial check up, rather than a fully developed plan. ​​​

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One-Time Financial Plan
$3,000 - $7,500 per plan
$500 initial fee plus five monthly payments

A financial plan creates a system that works in the background to help you build wealth while living your life. Over six months, we'll work together to craft your desired future state and then build the financial roadmap to get there. 

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This includes:​

  • Goal identification & prioritization, like:​

  • Taking a career break 

  • Planning for a sabbatical

  • Eating out every single week without guilt

  • Buying a home

  • Debt management 

  • Employee benefits optimization 

  • Equity compensation​ planning

  • Financial independence (e.g. retirement) planning​

  • Investment strategy

  • Tax planning

  • Risk management & insurance planning 

  • Estate planning

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This is a good fit if you want a holistic review of every aspect of your financial life, clear steps for achieving your goals, and a system for increasing your net worth. 

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Hourly Ongoing Support
$350/hour

Once we've completed a financial plan together, you may choose to work with me on an ongoing basis to help with implementing your plan.

 

We will meet quarterly or bi-annually (depending on complexity) to review action items and ensure implementation.  

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This is a good fit if you'd like an accountability partner and more hands-on guidance for implementing your financial plan.

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