Every Client is Different
Whether you’re just starting out and feeling overwhelmed or you’ve already built a strong financial foundation and want to know what’s next.
We can help you take the next step
Our Service Offering and Process takes the uniqueness of each client into consideration.
We can move at your pace ‐ FAST or SLOW
Ongoing Financial Planning
Financial planning is not a one‐time deliverable, but a process that helps you make well‐informed, mindful decisions throughout your life. This comprehensive financial planning service is designed to create a unique process to help you achieve your goals.
The cost for this program varies by client based on complexity of your financial situation, but the typical fee consists of an upfront fee and an ongoing monthly fee .
Click to Learn What This Service Includes
- Get to know you meeting
- Balance sheet
- Budgets / cash flow / projections support
- Initial development of a financial strategy (including help defining and refining your goals)
- Ongoing support
- Plan implementation support and adjustments as necessary
- Meetings throughout the year as needed
- Full access to a financial planner between meetings as things change and questions arise
- Electronic aggregation of your accounts
- Electronic filing cabinet of important documents
- Communication with your other trusted advisors such as CPAs, attorneys, investment managers, and other experts to help you accomplish every step of your financial plan.
Have questions about getting started?
Three Meeting Series
For most of us, anything new is stressful, even if it’s what you need (or even if it’s an exciting thing to do). We designed this service to take some of the stress out of the process, and for you to get a better understanding of who we are and how we work, all while discussing what’s most important to YOU.
There’s only conversation as part of this service. All meetings are held virtually, allowing us to work with clients, at their convenience, with no travel time.
There are no reports prepared and no work for you to do. We will just chat about the things that are on your mind. This may include general discussion about investing, cash flow management, retirement planning, or it may include a high-level discussion from the sample of the major areas typically covered.
The cost for this program is $400 for three (3) one-hour sessions. This is a discount from our typical hourly fee.Contact Us
Educational Workshops and Seminars
Workshops and Seminars are a great way to get started on your financial planning journey. Like most of our one on one client meetings, workshops and seminars are held virtually, allowing us to work with clients, at their convenience, with no travel time.
Most of these meetings are held in small limited groups with an educational and hands on component. This allows individuals and families that aren’t ready for full financial planning and/or DIYer’s to have an option to meet us and LEARN.Back To Top