Financial Planning Services

We offer our clients a holistic financial planning approach to help them maintain overall financial health and pursue multiple (and competing) financial goals. Whether it’s a more comprehensive financial plan or a specific planning need, our services always align with your current priorities, including ongoing review and monitoring

_{“Get organized and set a course for your financial future”}

Meetings: one to two times per year

Investment Review

• Retirement Planning
• Beneficiary Review
• Social Security Analysis
• Goals and Values Review
• Behavioral Financial Coaching
• Goal Monitoring
  

Initial Plan: $800 to $1200 for individual or couple

_{“A comprehensive approach to fully evaluate and prioritize your finances”}

Meetings: three to four times per year

Essential Plus:

• Net Worth Statement
• Detailed-Cash Flow Planning
• Multiple Goal Analysis
• Education Planning
• Risk and Insurance Analysis
• Roth Conversion Review
• Social Security Analysis
• Basic estate planning

Initial Plan: $1,200 to $1600 for individual or couple