Financial Planning Services
Ongoing Financial Planning
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We provide the best advice when we have a full understanding of your whole financial picture and can adapt the financial plan as your life situation changes.
Life changes in unexpected ways and so does your financial situation. As changes develop, you get real-time advice so that we can still make progress towards your financial goals.
With the ongoing financial planning relationship, you never have to worry about extra fees when new financial questions come up.
Dealing with new circumstances as they arise allows us to be proactive and adjust other parts of your plan.
Contact Us today to learn more about our financial planning services.
Project-Based Financial Planning
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Project-based financial planning is a collaborative process that begins with information collection and ends with a set of recommendations focused on topics chosen by you, the client. Then, as your financial situation changes, you simply reengage us in the future to ensure you are still on track.
$500-$1,000 |
Limited Scope,
Financial Checkup |
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$1,000-$2,000 |
Majority of Project-Based Plans |
Pick and choose from a menu of financial planning categories, then receive recommendations based on the agreed upon topics. |
$2,000-$4,000 |
Business Owners,
High Complexity Plans |
In depth analysis in all planning categories, including but not limited to income/expense, insurance, estate planning, saving, and investing, as well as business strategy and succession planning. |
Financial Planning Topics
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This list is not comprehensive.
| Pension Annuity Vs. Lump Sum | Estate Plan Review | Portfolio Analysis |
| Savings to Meet Goals | Cash Flow Management | Retirement Contributions |
| Retirement Projections | Education Savings | Complex Tax Planning |
| Social Security Analysis | Investment Allocation | Debt Pay-Down |
| Long Term Care Insurance Review | Insurance Review | Employee Benefit Maximization |
| Student Loan Review | First Home Purchase | Rental Income Analysis |
Investment Management
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Our financial planning services include specific investment recommendations that you can implement. We also offer ongoing investment management services for clients who wish to delegate the management of their portfolio to us.