WHAT CAN We DO FOR YOU?

We are a Fee-Only Financial Planning practice. That means that we do not generate any revenue from commissions. That allows us to keep, you the customer and your interests first.

Free Consultation:  If you have any financial areas of concern or questions, you can schedule a free 30 minute consultation with us. We’ll discuss your questions and how we might be able to serve you. At the very least, you will walk with away with a better insight into your situation and additional resources to help meet your needs. Introductory meetings are held by phone or video conference.  

Comprehensive Planning: Our core offering is a Comprehensive Financial Plan. Derived from your personal values and unique goals, a Comprehensive Financial Plan is a roadmap and guide that allows you an in depth and holistic look into current financial health and strategic action steps to getting to where you want to be. Through a 12-month partnership with us, the Comprehensive Financial Plan includes creation of the plan and timely implementation of the plan.

Fee: Initial fee of $1,000 - $5,000 for Comprehensive planning and 12-month partnership.  $100 - $300 per month for retained partnership.

Ala Carte Financial Planning: While a Comprehensive Financial Plan is our core service, we also practice in financial planning on a module or project basis. We also provide Investment Management. Please schedule a 30 minute Free Consultation to find out more.

 

SCHEDULE A FREE CONSULTATION

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