Services
We listen. We meet you where you are. We help you meet your financial goals.
“Financial Planning is a collaborative process that helps maximize a Client’s potential for meeting life goals through Financial Advice that integrates relevant elements of the Client’s personal and financial circumstances”
– CFP Board, Code of Ethics
We Help You With Your Budget and Cash Flow Retirement Education Income Tax Estate Investment Insurance Employer Benefits Planning Needs
We Offer customizable services to help you make progress on your financial goals.
Financial Planning
We begin with a deep-dive planning process tailored to your goals.
Your financial plan starts with clarity: What matters most to you? What do you want your money to make possible?
Once we’ve established your goals and priorities, we’ll gather relevant information — your income, savings, insurance, investments, and more — from documents you provide and from our conversations. We’ll also clarify important assumptions like salary growth, inflation expectations, and market behavior, based on both your input and our professional insights.
From there, we’ll verify the data together, then use it to build a complete financial picture, including:
A Net Worth Statement
A Cash Flow Overview
An Investment Review
An Insurance Analysis
An Education or Retirement Projection
A review of your ability to meet your goals — and alternate strategies if there’s a gap
Along the way, we’ll explain important concepts in plain English — from asset allocation and tax strategies to debt management and estate planning tools.
You’ll receive a full presentation that includes your financial summary, our analysis, and clear Action Steps to move forward confidently.
Implementation & Maintenance
After we complete your plan, we don’t just hand you a report and send you on your way.
Your financial life is dynamic — and your plan should be too. That’s why our ongoing Implementation & Maintenance service is designed to give you confidence and clarity as life unfolds.
We help you put your plan into action. Whether that means working directly with you or coordinating with your attorney, CPA, investment manager, or insurance specialist — we’ll help ensure that the decisions you make are carried out in line with your goals.
As life changes, so will your financial plan. Whether it’s a job shift, a market change, new tax laws, or unexpected expenses, you’ll have a trusted partner by your side.
What’s included:
Six-month check-ins to update your plan, track progress, and recalibrate as needed
Unlimited access between meetings to discuss new financial questions or changes
Updated reports after every review, reflecting your latest data and priorities
Support with implementation of strategies and coordination with other professionals
This service is billed every six months. You get consistent guidance, clear updates, and a plan that evolves with you — so you can focus on living your life, not second-guessing your financial choices.
What are the Fees?
We offer financial planning as a two-phase engagement. The first phase is a comprehensive Financial Planning process for a flat fee, during which we review your current situation, help clarify your goals, and deliver a personalized action plan. Once planning is complete, most clients continue with our Implementation and Maintenance service. This ongoing support is billed every six months and includes regular plan updates, check-in meetings, and on-demand access to your planner as financial questions or life changes arise.
