Let's Build A Plan Together We offer our clients a holistic financial planning approach to help them maintain overall financial health and accomplish multiple (and competing) financial goals. Whether it’s a more comprehensive financial plan or a specific planning need, our services always align with your current priorities, including ongoing review and monitoring. Financial Planning Packages Essential Plan "Get organized and set a course for your financial future" Meetings: AnnualInvestment ReviewRetirement PlanningEducation PlanningBeneficiary ReviewSocial Security and Medicare AnalysisGoals and Values ReviewBehavioral Financial CoachingGoal MentoringInitial Plan: $499Ongoing Planning: $150/mo Advanced Plan "A comprehensive approach to fully evaluate and prioritize your finances"Meetings: Semi-AnnualEssential Plan, plus:Net Worth StatementDetailed Cash Flow Planning“What if” ScenariosMultiple Goal AnalysisRisk and Insurance AnalysisRoth Conversion ReviewCharitable Giving StrategiesBasic estate planningInitial Plan: $999Ongoing Planning: $250/mo Executive Plan "Take complete control of your financials and build your legacy" Meetings: QuarterlyAdvanced Plan, plus:Wealth Transfer ScenariosFamily Financial EducationExecutive CompensationStock Option AnalysisBusiness PlanningIncome Tax PlanningAdvanced estate planningInitial Plan: $1,499Ongoing Planning: $500/mo Build Your Own Financial Plan While many clients choose from one of our planning packages, we recognize that you may desire more customized support. We are pleased to offer ala carte planning services at $300/hour. Depending on your situation and needs, feel free to choose from the topic areas listed in the packages above, or choose your own focus area. Hours will be estimated and proposed on a project-by-project basis, prior to the start of any work. Let's Get Started! Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Start the conversation now by selecting a time and day that fits your schedule. Book A Time Here Still Have Questions? Name Email Address Phone Question Thank you! Oops!