SERVICES
Navigating your money situation can be tricky. There are big choices you'll need to make that can impact your wallet now and in the future. Life also throws challenges at you. Planning your finances isn't a one-time thing, but a journey that changes as your life does. It helps you make smart choices today and tomorrow, no matter where you are on your path.
Our fees depend on how complex things are and how much time we spend working with you. You can see an estimate of what we charge each month in the chart we give you. We don't base it on how much money you have. Instead, we charge a fixed amount every year, split into monthly payments. You're in control – if you want, you can stop anytime. We know trust is something that's earned, not given. By being clear about how much we charge, we aim to build that trust and give you value right away.
Ongoing Financial Planning
Our standard financial planning framework entails continuous engagement. This comprehensive approach encompasses a spectrum of personal finance domains, including:
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S.M.A.R.T. Goal Setting
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Debt Reduction Strategies
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Cash Flow Analysis
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Strategic Tax Planning
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Investment Analysis and Management
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Insurance Needs Analysis
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College Planning & Analysis
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How Much Home Can I Afford?
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Equity Compensation
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And Much More...
"DIY" Financial Planning Package
Our "DIY" Financial Planning Package is a streamlined, three-meeting process designed for individuals who prefer to take an active role in implementing their financial plan. Here's how it works:
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Initial Consultation: In the first meeting, we get to know you and understand your financial goals and needs.
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Plan Creation: After gathering all the necessary data between the first and second meetings, we develop a personalized financial plan tailored to your specific situation.
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Plan Review: During the second meeting, we present your comprehensive financial plan and answer any questions you may have.
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Optional Follow-Up: The third meeting is optional and available for you to address any additional questions that may arise as you implement your plan.
This package empowers you with a professionally crafted financial plan while giving you the flexibility to implement it at your own pace.
"How Am I Doing?" Meetings
Our "How Am I Doing?" meetings offer you the opportunity to get a professional review of your financial situation. In these two separate one-hour sessions, we will:
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Discuss various financial topics of your choice.
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Provide a second set of eyes to evaluate your current financial strategies.
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Identify potential areas for improvement.
These meetings are perfect for individuals looking to ensure they are on the right track and make any necessary adjustments to optimize their financial health. Schedule a session today for personalized insights and actionable advice.