Services

Financial Planning Only

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Financial planning should give you clarity around the decisions that matter most, not leave you with a binder that sits on a shelf.

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Our financial planning engagements are designed to help you understand where you are today, identify opportunities and potential blind spots, and create a coordinated strategy for moving forward.

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Comprehensive Financial Planning:

Comprehensive financial planning engagements include a multi meeting approach to get your financial objectives analyzed, organized and implemented over a 4-12 week period. 

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Throughout the engagement, we review the four key pillars of your financial life:

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• Cash Flow & Tax Planning — Understanding your income, spending, savings, tax exposure, and opportunities to improve your overall financial efficiency.

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• Investments — Reviewing your portfolio, risk level, asset allocation, account structure, and how your investments align with your goals.

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• Insurance & Protection Planning — Evaluating life, disability, long-term care, liability, and other areas that help protect your family and the wealth you have built.

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• Estate Planning — Reviewing your existing estate documents, beneficiary designations, ownership structure, and legacy goals.

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The goal is to bring these areas together into one coordinated financial plan rather than looking at each decision in isolation.

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Cost: starting at $5,000

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Estate Plan Implementation: 

If your planning engagement identifies a need for new or updated estate planning documents, we can help you create and implement an estate plan through Wealth.com.

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Cost: $1,000

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Ongoing Financial Planning:

Financial planning is rarely a one-time event. Your income changes. Tax laws change. Markets move. Families evolve. Retirement gets closer.

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For clients who want an ongoing relationship, annual financial planning engagements. Throughout the year, we revisit your financial plan, monitor the areas most important to you, and help you make adjustments as your life and financial situation change.

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The objective is simple: give you an ongoing financial partner who can help you make informed decisions and keep your financial life moving in the right direction.

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Cost: start at $500 per month. Fees can be paid monthly, quarterly, or semi-annually.

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Independent Insurance Agent

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From time to time, we will act as selling & servicing AGENTS for insurance products (Life, Health, Disability & Annuity) either as a result of a financial planning recommendation or based on a specific client request for an INSURANCE-RELATED need

 

We will receive separate, yet customary commission compensation for placing & servicing insurance products.

 

Clients are under no obligation to purchase these products from us and we aim to disclose any potential receipt of commissions up-front

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*Flat fee and subscription based engagements are negotiated on a case by case basis.