If you have specific questions or concerns about your finances or just want to see what it’s like to work with a financial advisor, this model works well for you. Our Financial Sessions offer a cost-effective way to receive fiduciary-quality advice while exploring one or more topics of your current financial life through a limited engagement.


Focusing on one of several fundamental aspects of financial health, each Session is priced at a flat rate, and several Sessions can be combined in one engagement agreement.  Each Session should require 3 hours or less to complete.


Through this model, you’ll get answers to your concerns and questions about specific areas of your financial health. This route will give you the confidence to manage your financial path and is a great way to identify areas to focus on as you continue to work by yourself or with a financial advisor in the future. 


  • One-Page Financial Plan

  • Cash Flow & Budgeting Review

  • Debt & Repayment Strategy Review

  • Retirement Strategy Review

  • Education Funding Strategy Review

  • Property/Asset Goal Strategy Review

You may have concerns that are not included in this list. Please call or write us to find out how we may help.


Financial Sessions are priced at a flat rate of $650 per Session, with one half required at the start of the engagement and the second half due upon delivery of our report(s). You may choose multiple Sessions in one client agreement, and combining Sessions may create a broader understanding of your financial health. 


Once you decide to become a client, we will request that you provide a list of documents for us to review. This could include documents such as account statements, pay-stubs, and pension projections. We will then analyze this information to create a customized report for each Module selected. It’s our job to help you see the big picture and the possibilities.