Foundation

An underlying basis or principle

While we believe everyone benefits from financial planning, we recognize that not everyone needs a comprehensive plan. That's why we created the Foundation program.

HERE'S WHAT IT INCLUDES:

A 60-minute goal-setting call

A written summary of the call with recommendations

A risk assessment to gauge your tolerance for investment risk 

An Investment Policy Statement (IPS), which is a roadmap for how you allocate your investments

A written to-do list detailing what steps you need to take in order to implement our recommendations

HERE'S WHAT IT COSTS:

$800, payable in two installments

$400 up front

$400 upon completion of the program