Most firms sell you a plan. We sell you a process.
The Foundation Bible is a full year of financial guidance from Rae Chacon. One flat rate, no hourly billing, no surprises.
The Foundation Bible
A full year of financial guidance from Rae Chacon. One flat rate, no hourly billing, no surprises.
$4,500
/yearQuarterly strategy reviews
Year-round tax support
Priority email access
No hourly billing
Personalized financial plan
Los Angeles based
What's included and what does it cost?
One clear number, with the work spelled out so you know what you are getting.
Accelerator Bible
For owners with real movement who want hands-on help to push the plan.
$9,000
/yearEverything in Foundation
Monthly planning calls
Priority email replies
Full document check
Quarterly strategy review
Personal backup support
Claim your total confidence package
Put every financial task in our hands. One flat annual rate, no surprises, and a plan that moves you forward all year.
Foundation Bible
Annual tax prep and strategy for individuals and small businesses who want a solid start.
$4,850
/yearTwo tax consultations
Annual tax filing
Year-round email support
Document review service
Accelerator Bible
Everything in Foundation plus business strategy, credit coaching, and quarterly check-ins.
$9,000
/yearEverything in Foundation
Quarterly strategy sessions
Credit building roadmap
Business formation support
Priority response times
Total Confidence
Full-service financial guidance with monthly planning, estate prep, and the complete suite of support.
$14,850
/yearEverything in Accelerator
Monthly planning calls
Estate and trust prep
Loan and mortgage help
Dedicated strategy line
Get your personal financial plan from Rae
Rae builds your plan around your actual numbers and your actual goals. No templates, no jargon, just a clear path forward in Los Angeles and beyond.