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.  

 

SUBSCRIBE FOR SUCCESS

Planning for Peace of Mind

$1,200 up / Year - Paid Quarterly
Actual price will be based on portfolio complexity

WHAT YOU GET

  • VITALS: A quarterly investment check-up, including rebalancing recommendation if necessary

  • REPORTS: quarterly progress reports vis-à-vis your established goals

  • CONCIERGE: on-demand access to address financial & tax issues up to 4 additional hours per year

  • SAVINGS: a $300 discount on your annual tax return.

 

ALLOCATE YOUR ASSETS

Investment Insights

Starts at $600 / Year (Paid Quarterly)
Actual price will be based on portfolio complexity

WHAT YOU GET

  • VITALS: Quarterly investment portfolio review

  • INSTRUCTION: Recommendations for allocation of assets.

  • ALA CARTE: Additional planning services are available ala carte via hourly/project rates.

 

LET’S GET STARTED

Initiate

Whether you’re interested Planning for Peace of Mindor Investment Insights, we need to get to know each other first.

ESTABLISH A SUBSCRIPTION RELATIONSHIP

Setup/initial planning fee of $1,000.
* to be adjusted downward based on work performed on a project basis.

  1. MEET & GREET: Meeting(s) with you to set goals;

  2. MONEY MATTERS: A cash flow review;

  3. FORWARD THINKING: Tax planning recommendations;

  4. DIGGING IN DEEP: Investment portfolio analysis and initial investment recommendations;

  5. FUTURE OUTLOOK: A long-term (college &/or retirement) forecast;

  6. THE NITTY GRITTY: An overview of college funding, estate planning & risk management/insurance issues; and

  7. GAME PLAN: A specific to do list directed at achieving the goals you set.

 

NOT READY TO COMMIT

Project Based Services

Projects are billed hourly with a minimum fee of $300 for 2 hours plus 1 meeting.

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

Projects are undertaken in response to client demand. Past projects have included:

  • Social Security Claiming Recommendation

  • Get My Financial House in Order

  • Invest My 401(k)

  • Retirement Readiness

  • Control My Debt


Planning work is billed hourly, starting at the stated price.
Estimate will be provided at the initial meeting.