Financial planning is simply the process of managing your financial resources to meet your life goals. Knowing what you want out of life is half the battle. We’ll help you get there.

WHAT DO YOU NEED?

Project Based Services

Projects are billed hourly with a minimum fee of $500 for 2 hours plus 1 meeting.

WHAT CAN WE DO FOR YOU? SPECIFICALLY. You tell us.

Most of our work is project-based, undertaken in response to specific client request. Common engagements include:

Investment Analysis & Recommendations - 401(k)s, 403(b)s, 529s, Annuities, Taxable Accounts
Retirement Planning/Retirement Readiness Evaluation
Social Security Claiming Strategies
Tax Planning
Financial Check-ups
Cash Flow Analysis, debt management, savings plan &/or budgeting
College Financing
Estate Plan Review
Life Insurance Analysis

OUR PROCESS.

SUBSCRIBE FOR SUCCESS

Planning for Peace of Mind

$1,000 up / Year
Actual price will be based on portfolio complexity and the level of hand-holding you want.

WHAT YOU GET

VITALS: A periodic investment check-up, including rebalancing recommendation if necessary
REPORTS: progress reports vis-à-vis your established goals
CONCIERGE: on-demand access to address financial & tax issues
SAVINGS: a discount on your annual tax return.

LET’S GET STARTED

Initiate

We need to get to know each other before entering into a subscription agreement. Start with a project, or a more comprehensive plan.

ESTABLISH A SUBSCRIPTION RELATIONSHIP

Setup/initial planning fee of $1,800.
* to be adjusted downward based on work performed on a project basis.

MEET & GREET: Meeting(s) with you to set goals;
MONEY MATTERS: A cash flow review;
FORWARD THINKING: Tax planning recommendations;
DIGGING IN DEEP: Investment portfolio analysis and initial investment recommendations;
FUTURE OUTLOOK: A long-term (college &/or retirement) forecast;
THE NITTY GRITTY: An overview of college funding, estate planning & risk management/insurance issues; and
GAME PLAN: A specific to do list directed at achieving the goals you set.