Investment & Financial Planning Services

“I want help investing.”

“I want help investing.”

Annual Fee based on portfolio size and type.

 

We offer discretionary investment management on any size portfolio. Most of our investment management services include financial planning support. Whether you are just getting started, or have a large, complex portfolio, we have a level of professional investment management that’s right sized for you.

 

Learn more about our Asset Management Services

“I want help managing my retirement income.”

“I want help managing my retirement income.”

Annual Fee based on portfolio size and type.

 

We design your investment portfolio in retirement to efficiently provide for your financial needs, wants, and wishes. Whether it’s your monthly income, required distributions, or charitable giving strategies, we use our expertise to manage your investment resources, so that you can focus on the fun stuff.

 

Learn more about our Asset Management Services

 

“I want to understand my spending & saving habits, and have help using tools to plan and monitor my income and expenses.”

“I want to understand my spending & saving habits, and have help using tools to plan and monitor my income and expenses.”

Peace of Mind Cash Flow Plan – $50-$150/monthly

 

Do you want to be in better control of your money? We can help you identify spending patterns and provide accountability for areas that you want to change. We suggest tools, and can work with your preferred tracking method. This service includes personal cash flow analysis and a customized spending plan with 6 months of individual coaching. You have the option of extending the monthly coaching at the same rate. Fee is based upon your Adjusted Gross Income.

 

Learn more about our Cash Flow Plan.

“I just graduated, now what?”

“I just graduated, now what?”

Adulting Jumpstart – $500

 

Celebrate your accomplishment and prepare to rock your early career years! Unsure about all the financial decisions that you need to make? We’ll get you up to speed on the basics of financial planning, along with budgeting, saving, insurance & employer benefits recommendations. You got this!!

 

Learn more about our “Adulting” Jumpstart Plan 

“I want to know if my family’s financial goals are on a path to success.”

“I want to know if my family’s financial goals are on a path to success.”

Family Financial Fitness – $1000-$1500

 

For growing families & busy professionals. This plan is designed to provide a “big picture” of where you are today and recommendations to move you closer to your future financial goals or confirmation that you’re doing things ‘right’. You’ll get answers to your questions on saving, investing, employer benefits, insurance needs, and basic estate planning.

 

Learn more about our Family Financial Fitness Plan

“When can I retire?”

“When can I retire?”

Retirement Readiness – $1500-$2500

 

Thinking about retirement or a work transition within 5 years? Are you prepared for financial independence? This plan focuses on all things retirement related: Pension and SS benefits analysis, education on retirement planning uncertainties, retirement vision, goals and projections, retirement budget & income planning, and health care cost planning.

 

Learn more about our Retirement Readiness Plan 

“I have complex financial questions.”

“I have complex financial questions.”

Financial Planning Deep Dive – $2500-$3500

 

For business owners, high income professionals, and families with more complex tax planning, estate planning and charitable goals. This is the most in-depth planning service we offer & covers all the major areas of your personal finances. We will go into as much or as little detail on each topic as your situation calls for.

 

Learn more about our comprehensive Financial Planning Deep Dive 

 

“I have one or two specific financial questions. Can you help me?”

“I have one or two specific financial questions. Can you help me?”

Hourly Consulting – $250/hour

 

If one of our other services is not a good fit, we may suggest an hourly engagement. We offer hourly consulting at our discretion and based upon current capacity. Minimum of two hours.

 

Contact us to learn more about our services