Financial Planning for Young Professionals
Spend less time worrying about your finances, more time enjoying life. Think of us like your personal trainer, but for your money.
Work with our CERTIFIED FINANCIAL PLANNER™ professionals to simplify your financial life today.
Pricing - Financial Planning Packages
Choose the plan that best fits your needs. Each package includes up to three 90-minute meetings where we'll cover each of the points below, giving special attention to your top priorities. The end result: specific recommendations tailored to you.
SILVER
$1500
ONE-TIME FEE
Financial Goals Identification
Cash Flow Worksheet
Emergency Fund Establishment
and Funding
Student Loan and Debt Payoff
Insurance Assessment
Credit Report and Score Review
Investment Risk Assessment and
Rebalancing Recommendations
Wealth-building,
Traditional and Roth IRAs
Advice on Employer 401k
and 403b Accounts
Higher Education Planning
Financial Plan Creation
6-month Follow Up Meeting
GOLD
$2000
ONE-TIME FEE
Financial Goals Identification
Cash Flow Worksheet
Emergency Fund Establishment
and Funding
Student Loan and Debt Payoff
Insurance Assessment
Credit Report and Score Review
Investment Risk Assessment and
Rebalancing Recommendations
Wealth-building,
Traditional and Roth IRAs
Advice on Employer 401k
and 403b Accounts
Higher Education Planning
Tax Return Review & Projections
Qualifying for a Mortgage
First Real Estate Purchase
Financial Plan Creation
6-month Follow Up Meeting
Don't need a planning package? We offer other alternatives to suit your needs:
Take control of your money
Don't go it alone. We work alongside you by giving you sound financial advice (not products). Get financially fit and start working with our experienced CFP® professionals. Financial freedom and peace of mind starts here.
Life is Complicated Enough...
You care about the well being of your personal finances. What are the appropriate steps to developing a strong budget? Creating a personal budget is the first step to financial freedom. Get started and simplify your life today.
Schedule a complimentary 15-minute phone call
Tell us your primary goal(s) or concern(s). One of our CERTIFIED FINANCIAL PLANNER™ professionals will contact you at the scheduled time. Once we have a picture of your money goals, we'll schedule a follow up in-person or virtual session to get started.
Frequently Asked Questions
Check out our full service planning offerings on the financial planning subscription page.
Our goal is to make our time together as valuable as possible. By receiving some basic information up front we'll have a running start to focus our conversation on what matters most to you. Please note that any information you provide us is strictly confidential.
For all financial planning engagements minimums do not apply. This is a purely advice based engagement. If you decide after completing your financial plan to invest your money with us, the minimum investment requirement is $100,000.
Yes! We love using Zoom for web conference meetings. Please let us know whether you prefer a virtual or in-person meeting when scheduling your appointment.
Yes! As CFP Board certified financial planner professionals we are fiduciaries. This means we follow the best interest standard of client care - first, foremost, and always.
Yes we do! Financial planning and investment management are two separate services. We offer financial planning à la carte, in comprehensive financial planning packages, or by annual subscription. Separately, we offer investment management services (not products!).
Absolutely! Information you provide us is strictly confidential.
