Ruby Pebble Financial Planning Enable Living Life On Your Own Terms

  • INTRODUCTORY Questionnaire

    Thank you for your interest in working with Jamie Clark, CFP® (they/them) at Ruby Pebble Financial Planning LLC! They have reached capacity for new clients in 2026. Please complete this form and we will be in touch when we have capacity for introductory meetings to start in 2027 and/or to share referrals for other advisors who may be a better/more timely fit.

  • Our services are designed for folks who:

    • are between ages 30 and 55 (in the working years of your career)
    • have a total household income including vesting equity compensation and/or financial net worth of at least $250,000
    • follow a passive / ESG investing philosophy (not individual stocks)
    • receive(d) equity (stock) compensation from a current and/or former employer
    • have non-traditional life goals
    • identify as LGBTQIA+ or an ally
    • if partnered, both partners are engaged in the financial planning
    • want to build a long-term relationship with a financial planner

    Our service offerings:

    1. We start all new clients with an initial financial plan that typically costs $6,000 for individuals and $7,500 for couples.
    2. We do not offer smaller projects for new clients, i.e. 1-2 hours of work. If that is what you are looking for, Nectarine may be a better fit for you.
    3. After the initial plan phase, clients can choose between:
      • Clients with equity compensation over $100,000 can choose ongoing services with or without investment management
      • Clients without equity compensation or where it is under $100,000 per year can choose between:
        • ongoing services with investment management,
        • an annual meeting,
        • or to reach out in a few years (availability for which will depend on our capacity at the time)
      • Ongoing services cost $4,000 to $10,000 per year on average, depending on lifestyle and needs.
  • How much do you align with our typical client profile?*
  • All new clients start with an initial financial plan that typically costs $6,000 for individuals and $7,500 for couples. We do not offer smaller projects for new clients, i.e. 1-2 hours of work. If that is what you are looking for, we are not the right service for you and we recommend checking out https://hellonectarine.com/ instead.*
  • If you do not align with our client profile, would you like referrals to service providers who might be a better fit for you?*
  • Preferred form(s) of communication*
  • Format: 000-000-0000.
  • Phone Number type*
  • What is your current age?*
  • What is your relationship status?*
  • If you are partnered, do both of you plan to attend this introductory meeting and future financial planning meetings?
  • Relationship status*
  • Have you been married before?*
    • Co-client basic information 
    • Preferred form(s) of communication*
    • Format: 000-000-0000.
    • Phone Number type*
    • What is your partner's current age?*
    • Financial information 

    • FINANCIAL INFORMATION

      Please answer these questions to the best of your knowledge!
    • Which of the following types of compensation does your household receive or expect to receive in the future? Check all that apply.*
    • What is your household's expected approximate annual salary income this year?*
    • How much does your household expect to make in stock compensation this year?*
    • Do you own any stock in pre-IPO companies, companies that are not publicly traded?*
    • Do you currently hold any individual stocks, whether from your current or a prior employer or an inheritance that make up a large portion of your net worth?*
    • Which of the following types of investment accounts does your household have? Check all that apply.*
    • Which of the following types of debt does your household have? Check all that apply.*
    • Do you have an investing philosophy today? Please select all that apply.*
    • What is your household's approximate financial net worth across all of your accounts and real estate (assets - liabilities)?*
    • General information 
    • Which of the following describes your current housing/real estate situation? Check all that apply.*
    • Which of the following describe your family? Check all that apply.*
    • Do you have an ideal financial independence / retirement timeline in mind?*
    • What type of relationship are you looking to build with a financial planner after the initial plan phase?*
    • Which best describes your thinking on your investment management? Ruby Pebble charges on average $2,000/year for investment management bundled with ongoing financial planning, with flat combined fees available for folks with managed investment portfolios above $500,000.*
    • Can we add you to our newsletter?*
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