Personalized Financial Plans Built for You

Do you ever wish you had a clear map to navigate your financial future? Whether you’re just starting out your career or nearing retirement—everyone should have a guide. You need a financial plan that’s built around what you want in life. A dream vacation. An investment property. A comfortable retirement. Paying off student loans. Funding college. Or leaving a legacy. No matter what your goals, our team can help pave your path.

How We Will Help

We’ll take a holistic view of your financial situation—including income, assets, liabilities, and lots of data—develop personalized strategies that consider your wants, needs, dreams, and expectations, and present it in a detailed, well-crafted financial plan that outlines the paths you may take over the short, medium, and long term. As a bonus, we’re tax planners at heart, so your plan will be complete with tax-savvy strategies to keep more money in your pocket.

Are you ready to start feeling more confident about your finances? Take a look at our financial planning packages below and select one that best suits your needs.

Essentials Package

Organize your finances and develop a step-by-step guide for your financial future, no matter what stage of life you’re in.

• Discovery Session + Review Session
• Lifestyle + goals mapping
• Retirement strategy evaluation + planning
• Beneficiary designations
• Tax optimization investment review
• Social Security + Medicare strategy
• Cash flow + debt planning
• Delivery of actionable, comprehensive Essentials Financial Plan

Essentials Package Cost:
$2,500 / year
* Price reflects above deliverables. Final pricing confirmed upon plan details.

Advanced Package

Evaluate your full scope family and business financial arrangement and develop a multi-faceted plan to align with long term planning goals.

Includes the Essentials Package, plus:

• Additional Annual Review of financial plan
• Wealth summary report
• Business tax + financial planning
• “What-if” scenario planning
• Multiple objectives analysis
• Executive stock option planning
• Inheritance and wealth transfer strategies
• Charitable contributions + gifting strategies
• Academic funding strategy
• Insurance protection planning
• Basic legacy planning
• Collaboration with other professional advisors as needed (attorneys, bankers, estate planners, insurance providers, etc.)

Advanced Package Cost:
$5,000 / year
* Price reflects above deliverables. Final pricing confirmed upon plan details.

Let’s Start Planning

Book your first Discovery Session today, or start with a Free Consultation to meet an advisor and learn more.