On-Going Financial Planning

You have financial goals you want to achieve, whether it's planning for retirement, saving for your child's college education, or buying a first (or second) home. Unfortunately, you may not have the time, knowledge, or inclination to determine the best way to achieve your goals.

That's where we come in.

We'll analyze your current financial situation and create a custom financial plan for you. More importantly, we'll hold you accountable to ensure you actually do what needs to be done in order to achieve your goals.

Individuals: $1,000 one-time planning fee + $159/month ($477/quarter)

Couples: $2,000 one-time planning fee + $212/month ($636/quarter)

  • Three meetings per year

  • Budgeting & Cash Flow Management Analysis

  • Investment Planning Analysis

    • Determine your risk tolerance using a psychometric questionnairre

    • Create an Investment Policy Statement (IPS) that acts as a roadmap for you to follow as you accumulate wealth

  • Retirement Planning Analysis

    • Are you saving enough to retire at a specific age?

    • Will your money last the rest of your life?

  • Insurance Planning Analysis

  • Estate Planning Analysis

  • College Planning Analysis

    • How much do you need to save in order to send your child(ren) to:

      • A public four-year in-state school?

      • A public four-year out-of-state school?

      • A private four-year school?