Financial Planning
Financial planning provides you with a comprehensive view of your finances and gives you a roadmap to achieve your goals. We specialize specializing in helping mid-career professionals and entrepreneurs build secure financial futures.
We are a fiduciary (we put your best interests first) and we offer personalized planning solutions, including solutions for those experiencing…
- retirement savings shortfalls
- managing debt and competing financial priorities like trying to save and invest
- funding questions for their children’s education (and other milestones)
- a transition such as divorce or loss of a spouse
- caregiver and “sandwich generation” expenses
OUR CORE SERVICE
Comprhensive Financial Planning
We build comprehensive financial plans using a 3-step process: (1) We determine where you are currently; (2) we identify your goals or where you want to go; and, (3) we build a plan to help you fill the gap between the two, and help you stay on track until you get there.
Understand where you are
We analyze your current situation to help define your goals.
Plan where you want to be
We use your data to identify and prioritize your goals. Then we calculate the gap between where you are and where you want to be.
Create a personalized plan to fill the gap
We create a plan to fill the gap then help you implement it and stay on track until you get to where you want to be — celebrating your wins along the way.
Cash Flow
Know your inflows and outflows
Investments
Build a diversified portfolio
Retirement
Plan your next chapter
Tax & Estate Planning
Create proactive plans
More…
Equity compensation, education savings, long-term care, etc.
Schedule a Financial Health Check-UpGet the peace of mind of knowing where you stand. Catch issues early. Feel confident about your money.
Is your money organized, protected, and working the way it should?
Our Financial Health Check-Up helps you spot gaps, reduce stress, and gain clarity—before small issues become big problems.
FAQs
Do I need a minimum level of investments or net worth to work with you?
Absolutely not. We don’t require you to have any investments or a minimum net worth. We start where you are and build on that.
Do you charge AUM fees?
No, we do not charge AUM fees. We charge a fixed fee and investment management fees are included so no surprises.
How much does a plan cost?
Plan costs are based on complexity and typically range from $3,000-$5,000.
Can I adjust my plan over time?
Absolutely. Our plans are built to grow and change with you. If you are an ongoing client, that’s already a built-in feature. However, a plan review and update can be added to any of our standalone plans. So, whether you’re exploring new goals, making a big decision, or navigating changes in your personal financial life, we can revisit your plan to keep it aligned with what matters most to you.