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SERVICES

FLAT FEE FINANCIAL PLANS

GETTING ORGANIZED

GREAT FOR YOUNG PROFESSIONALS JUST STARTING OUT OR INDIVIDUALS NEEDING A LITTLE HELP.

PLAN INCLUDES UP TO 3 FINANCIAL PLANNING SUBJECT LISTED BELOW

 $600

COMPREHENSIVE FINANCIAL PLANNING

FOR INDIVIDUALS AND BUSINESS OWNERS WHO WANT A COMPLETE PROCESS TO FOLLOW

PLAN CAN INCLUDE ALL SUBJECT MATTERS LISTED BELOW

$1500

FINANCIAL PLANNING SUBJECTS

CASH FLOW MANAGEMENT

STUDENT LOAN DEBT

BUDGETING

INSURANCE PLANNING AND RISK MANAGEMENT              

EMPLOYEE BENEFIT PLANNING

INVESTMENT PLANNING

REAL ESTATE INVESTING

INCOME TAX PLANNING STRATEGIES

COLLEGE SAVINGS PLANNING

RETIREMENT INCOME PLANNING

SOCIAL SECURITY

MEDICARE

ESTATE PLANNING

END OF LIFE PLANNING

GROUP RETIREMENT PLANS AND EMPLOYEE BENEFITS

ONGOING SERVICE PLANS

JUST GETTING STARTED

ANNUAL MEETINGS FACE TO FACE OR VIRTUALLY

ACCESS TO FINANCIAL PLANNING SOFTWARE

ONGOING SUPPORT VIA PHONE AND EMAIL

MONTHLY FEE $30

Monthly fee require a 12 month commitment

FINANCIAL WELL-BEING

SEMI-ANNUAL MEETINGS FACE TO FACE OR VIRTUAL

ACCESS TO FINANCIAL PLANNING SOFTWARE

ONGOING SUPPORT VIA PHONE OR EMAIL

MONTHLY FEE $50

Monthly fee require a 12 month commitment

CONCIERGE

QUARTERLY MEETINGS FACE TO FACE OR VIRTUALLY

ACCESS TO FINANCIAL PLANNING SOFTWARE

ONGOING SUPPORT VIA PHONE OR EMAIL

MONTHLY FEE $100

Monthly fee require a 12 month commitment

INVESTMENT MANAGEMENT

GOAL-BASED INVESTMENT MANAGEMENT 

STRATEGIC ASSET ALLOCATION

LOW COST NO LOAD FUNDS

TAX EFFICIENT PORTFOLIOS


FEES BASED ON COMPLEXITY