FINANCIAL PLANNING – Our primary service offering is Financial Planning, which we approach as an ongoing, annual engagement. We believe that Financial Planning should be a process – not a product. The ongoing service model provides you with support throughout the 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.
We will work through the most fundamental elements first and touch on every part of your financial life over the course of year. You will receive manageable, actionable steps, month by month, with regular meetings to help keep you on track.
The Price – Financial Planning is billed as an annual retainer, paid in equal monthly chunks to make it more manageable. The annual fee is $3,600, with $300 due each month. There is also a one-time onboarding fee of $300 to cover the initial period of data gathering and account set up.
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