Financial Planning

We plan for every stage of life.

Our personal financial plans start with you.  Our packages are designed to grow with you over time as your financial life grows and becomes more complex.

Our step-by-step process helps you identify, prioritize and achieve your goals so you can make confident decisions about your finanaces and leave a lasting legacy for the ones who matter most.  

Financial Planning Packages

Legacy Plans
Our most advanced planning package for clients near or in early retirement.  Ideal for clients preparing to retire confidently.


Growth Plans
More to grow, more to protect. As your life grows, so do your goals.  Ideal for established professionals and clients in need of household planning. 

 

Starter Plans
A fresh start on your finances.  For those just starting out with their financial goals.  Ideal for young professionals and newly married couples.

 

Planning Focus Areas:

Budgeting & Debt Reduction

Student Loan Repayment

Insurance Planning

Tax Planning

Investment Planning

Education Savings

Retirement Planning

Estate Planning

 

Financial planning packages are a fee-for-service offering.  Charged as a one-time written financial planning fee.  One-time fee covers entirety of first year planning and implementation.  Ongoing monitoring and planning engagements continued after first year on a monthly retainer basis or as an added service for clients with investment management services.  Investment management minimums do apply based on financial planning package.