Financial Planning for Mid-Life

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. 
Work with our CERTIFIED FINANCIAL PLANNER™ professionals to simplify your financial life today.
 
SCHEDULE A CALL TO GET STARTED

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

Get Started by Scheduling a Call

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

Financial Plan Creation

6-month Follow Up Meeting

Get Started by Scheduling a Call

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

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.

Free Guide: Your Guide to Creating a Budget

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

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. 

Close

50% Complete

Two Step

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.