top of page
Financial planning should be a process – not a product. Our primary service offering is Ongoing Financial Planning with Investment Management, which we approach as a continuous engagement. This approach provides you with support quarter after quarter, year after year, while building a deeper understanding of your financial health. You will learn how different elements of your financial life work together to create a strong foundation, so you can take ownership of the process – without getting overwhelmed.
financial planning


The Price – Financial Planning is billed as a minimum annual retainer of $4,500, paid in equal monthly chunks of $375 to make it more manageable. Clients with firm-managed investment accounts exceeding $450,000 will also be charged an Assets Under Management (AUM) fee.


Ready to get started? Click the button below schedule an intro call or video meeting. We look forward to speaking with you soon!

We'll help you...
  • Automate your finances
  • Understand how to pay yourself
  • Align spending with values & goals
  • Estimate & plan for your taxes
  • Be smart while managing debt
  • Create a Savings & Investment plan
  • Review risks & insurance coverage
  • Review (or create) your estate plan
  • Reduce stress around money!
You will receive...
  • Investments managed for you
  • Access to financial monitoring app to stay on track
  • One page plan & action steps
  • Quarterly calls to review progress & adjust plan as needed 
  • On-demand meetings as needed
  • Unlimited support via phone or email between progress calls
bottom of page