Financial Planning for Mid-Life
At some point you come to realize that you don’t know what you don’t know and seek out professional financial advice. You've worked hard at your career, saved for the children's education, and contributed towards your retirement. But is it enough? This is a Mid-Life financial planning checkup.
Be prepared to work! We’re going to push you to challenge everything you know about money, beginning with all your spending and accumulation choices. We’ll get into every nook and cranny of your financial life. If you’re not willing to accept high-level coaching, then this isn’t for you.
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
$2500
ONE-TIME FEE
Cash Flow Worksheet
Emergency Fund: How Much Should I Have?
Debt Payoff, Including Student Loans
Investment Risk Tolerance Assessment and Rebalancing Recommendations, including Employer Retirement Accounts
Advice on Traditional and ROTH IRAs and ROTH conversions
Tax Return Review
Higher Education funding Review
Comprehensive Insurance Review
Review of all
Beneficiary Designations
Financial Plan Creation
6-month Follow Up Meeting
GOLD
$3000
ONE-TIME FEE
Cash Flow Worksheet
Emergency Fund: How Much Should I Have?
Debt Payoff, Including Student Loans
Investment Risk Tolerance Assessment and Rebalancing Recommendations, including Employer Retirement Accounts
Advice on Traditional and ROTH IRAs and ROTH conversions
Tax Return Review
Higher Education funding Review
Comprehensive Insurance Review
Review of all
Beneficiary Designations
Long-term Care Planning
Employer Stock Option Evaluation
Review of Asset Titling
Crypto Assets
Financial Plan Creation
6-month Follow Up Meeting
Need more than a financial planning package? Consider a financial planning subscription.
We prioritize and address all of your personal financial goals and concerns. Together we'll establish a strong financial foundation based on your needs and life stage. Then we'll build on this foundation over the long term.
Financial Planning Subscription
Schedule a complimentary 30-minute Zoom session
The purpose is to see if you’re a good fit to work with us, and if we’re a good fit to work with you. We have strict criteria for onboarding new clients. We work with each person individually and personally – none of our work is outsourced. We want to see that you’re committed to the process and willing to invest not only the money but also your time, effort, and thought into producing some transformative financial results.
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.
