Financial Planning for Mid-Life

Spend less time worrying about your finances, more time enjoying life. Think of us like your personal trainer, but for your money. We help you perform at a high level by getting your personal finances in shape. By pulling together the fragmented pieces of your financial life, you’ll gain confidence, clarity, and financial freedom.


Work with our fiduciary CERTIFIED FINANCIAL PLANNER™ professionals to simplify your financial life today.

Financial Planning Package

This 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 that you can trust.

If you’re looking only for some quick tips - then we’re not a good fit. This will take effort on your part. We’re going to push you to challenge your attitudes toward money in general, spending and saving specifically, so that you can make good choices today which will produce epic results in the future.


Financial Planning for Mid-Life


One-time fee paid in two installments

  • Cash Flow Worksheet
  • Emergency Fund: How Much Should I Have?
  • Debt Payoff, Including Student Loans
  • Pension or IRA Rollover?  Advice on Employer Retirement Accounts
  • Employer Stock Option Advice
  • Investment Risk Tolerance Assessment & Rebalance Recommendations
  • IRAs and Roth Conversions
  • Social Security Projections
  • Review of all Beneficiary Designations
  • Comprehensive Insurance Review
  • Tax Return Review & Projections
  • Long-term Care Planning
  • Investment Property Evaluation
  • Review of Asset Titling
  • Crypto Asset Assessment
  • Estate Planning & Document Review
  • Financial Plan Creation
  • 3-month Follow Up Meeting

Time for a mid-life financial tune up? 

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? You've come to the right place.

Take Action

You've completed your financial plan. Now what? 

Financial Planning Subscription


Per Month

Once you're in financial shape it takes work and focus to stay in shape. After we've delivered your financial plan, this is your all-access pass to our CFP® professionals. As your life changes, so will your financial plan.

Here's what we'll deliver:

Ready to start your journey to financial fitness?

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