We're fee-only with no account minimums. Welcome to independent financial planning services personalized just for you.
We're proud to be an independent financial planning practice. We've taken the fiduciary oath (a fiduciary is someone you can trust to explicitly put your interests above their own). We don't accept sales commissions, recommend products or services because a large company is telling us to simply because that doesn't serve you well. And we charge transparently for everything we do: hourly, as needed, and on a project basis.
We offer multiple, customized services to help you make progress on your financial goals.
For more information about any plan, book a complimentary meeting with us here.
Your Comprehensive Financial Plan
Your comprehensive plan involves a thorough financial review of retirement planning, investments and risk tolerance, insurance needs, budgeting and debt management, education planning, tax planning and estate planning.
We typically schedule at least three meetings during the full service planning process and will review your plan annually.
We'll give you a custom quote after a Get Acquainted Meeting. The average individual or couple invests around $4800 in this plan.
Your Targeted Financial Plan
Ala Carte Financial Planning
We can look at items that are specific to your needs today. This might cover Cash Flow & Debt Management, College Savings, Employee Benefit Optimization, Estate Planning, Financial Goals, or Retirement Planning.
Depending on the topics addressed and the level of complexity, we may have two or three meetings during your planning process.
We'll give you a custom quote after a Get Acquainted Meeting. The average individual or couple invests around $3300 in this plan.
Get On Track with Real Time Planning
We'll have a virtual, 2-hour meeting tackling your highest priorities to get you on track and keep you there. Topics can include, but are not limited to, budgeting, managing college debt, employee benefits open enrollment, investing education, saving for your first home, financial goal setting, and even asking for that raise at work.
This planning session has a fixed fee of $900 for a 2-hour virtual meeting.
Not sure what's the best next step for you?
Periodic Reviews
If you become a returning client, financial reviews are the “check-up” for your financial plan. We typically review this plan annually.
We update your financial picture, evaluate progress toward your financial goals, review your investments and asset allocation, and discuss any new financial topics or concerns.
A service for existing clients, these rates vary by frequency: quarterly, semi-annually, or annually.