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
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
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 for traditional investments and $5000 for digital investments.
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.
50% Complete
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.