Our project-based advice can range from $100 to $5,000 based upon an analysis of the cost of the clients investments they are paying now in fees compared to the cost of their investments in fees under our plan.  Within your financial plan, we will be looking at the whole picture. The client will receive support to help implement the financial plan.  We evaluate and take into consideration:

  • Life and Career Goals
  • Investment Analysis
  • Insurance Analysis
  • Household Cash Flow
  • Housing Needs
  • Debt Management
  • College Planning
  • Retirement Planning
  • Workplace Benefits
  • Social Security Strategies

We will develop a financial plan that includes natural portfolio rebalancing and dollar cost averaging and is designed to save you time and money year after year.

After the initial financial plan is in place we offer an ongoing comprehensive review service for $30 to $100 a month, which includes checking in quarterly via email or phone call to see how things are going with your financial situation and includes an annual review in person or video conference of your financial plan.

We are available for hourly advice at a rate of $100 per hour, which is substantially lower than the industry standard.  We will focus on our clients goals and guide them to success.  This is available for those who are not ready for the complete financial plan.  We will provide advice on 1-2 of the topics below.

  • Life and Career Goals
  • Investment Analysis
  • Insurance Analysis
  • Household Cash Flow
  • Housing Needs
  • Debt Management
  • College Planning
  • Retirement Planning
  • Workplace Benefits
  • Social Security Strategies

FINANCIAL FREEDOM IS JUST A PHONE CALL AWAY.

SCHEDULE A MEETING

FINANCIAL FREEDOM IS JUST A PHONE CALL AWAY.

SCHEDULE A MEETING

HOW IT WORKS

1st

First meeting is free of charge. This is the Discovery Process where we have the opportunity to get to know each other.  We learn about your needs, concerns, values and dreams. We help you achieve what you want out of life with using money as a tool.  Starting the process of integrating your life and money.

2nd

We will ask you an array of questions in order to gain more knowledge on your current situation and aspirations you have.  This is where the goal-setting process starts! Knowing where you want to go is key before starting to develop a plan.

3rd

Now we know where you want to go. It is time to see where you are at currently.  We look over all relevant financial information to determine what you have and don’t have.  This is where we start organizing your financial life.

4th

After gathering all financial documents we put together a plan for you.  We developed detailed recommendations that are tailored to your goals and values for your money and your life.

5th

Upon reviewing the plan and educating you along the way we are ready to start taking action towards the plan.  We sit down and prioritize which action(s) to take first.

6th

We continue to review your life’s goals to make sure the financial plan is in alignment with them.  We stay proactive to life’s transitions, while monitoring progress of your portfolio and maintaining focus on your goals.

FEELING EMPOWERED? LET’S GET STARTED.

SCHEDULE A MEETING

FEELING EMPOWERED? LET’S GET STARTED.

SCHEDULE A MEETING