Choose the plan that best fits your needs. Each package includes up to four 90-minute meetings where we'll cover each of the points below, giving special attention to your top priorities. 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.
ONE-TIME FEE
Personal Cash Flow Planning
Emergency Fund
Debt and Student Loan Payoff
Credit Report and Credit Score Review
Personal Insurance Assessment
Investment Risk Assessment and Rebalancing Recommendations
Wealth –building Individual Retirement Accounts—Roth vs. Traditional
Higher Education Planning
Business Organization: Proprietor vs. LLC vs. Sub S Corporation
Retirement Plans for Small Businesses: SEP IRA, SIMPLE IRA, and 401K plans
Financial Plan Creation
6-month Follow Up Meeting
ONE-TIME FEE
Personal Cash Flow Planning
Emergency Fund
Debt and Student Loan Payoff
Credit Report and Credit Score Review
Personal Insurance Assessment
Investment Risk Assessment and Rebalancing Recommendations
Wealth –building Individual Retirement Accounts—Roth vs. Traditional
Higher Education Planning
Business Organization: Proprietor vs. LLC vs. Sub S Corporation
Retirement Plans for Small Businesses: SEP IRA, SIMPLE IRA, and 401K plans
Tax Scenarios for Sole Proprietor, LLC, and S Corporation
Further Tax Scenarios with Employer-Sponsored Retirement Plan
Crypto Assets
Financial Plan Creation
6-month Follow Up Meeting
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.
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.
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