$95/Month ($285 Upfront Fee)
For those that like to manage their finances on their own but want to have a professional in their corner to help them on track toward reaching their goals.
Our collaborative planning process will layout all the moving pieces in your life, then we will sort, organize & prioritize them and provide you an action plan to reach your goals.
Couples - $250/Mo. Singles $200/Mo. ($750 Upfront Fee)
We begin with our 5-Step Life Planning Process which allows us to identify & prioritize where you would like to put your time, energy, and talents, then we assist you in creating your ideal life though our technical expertise and your passion to live into your ideal life. After you've created where you want to go, we look ways to bring that life to you today and how to continuously adapt as life changes.
After we have taken you through the 5-Step Life Planning Process, we create a tangible action plan for the next few months and begin to implement those steps to keep you moving forward. We will typically meet quarterly to check on progress, adapt or implement the next phase of your overall plan.
The 6 areas we explore in every on-going financial planning relationship will include: Budgeting & Cash Flow; Risk Management & Insurance; Investments; Retirement; Tax Considerations; Estate Planning
Have a project that your need help with but are not ready for ongoing financial planning services? We are ready to help you tackle your project and you only pay for the time it takes us to help you get there. During this call we will define the scope of your project & provide a rough estimate of the cost before we move forward.