Financial Planning Services
Enjoy your family. Build your business. Retire confidently. Travel the world. Give back. Pay for education. Make work optional. Whatever changes you’re hoping to make or goals you’re trying to achieve, you’ll receive sound advice and personalized guidance from a CERTIFIED FINANCIAL PLANNER™ professional every step of the way.
Our financial planning includes
✓ Budgeting, cash flow analysis and planning
✓ Debt analysis and planning
✓ Insurance planning
✓ Investment planning
✓ Stock options and employee benefits analysis and planning
✓ Tax Planning
✓ Retirement Planning
✓ Planning for college expenses and other financial goals
✓ Estate planning
✓ Guidance from an experienced CFP® professional
We’ve found that financial planning is best delivered through collaborative planning sessions. In most areas of your life, whether it’s physical or mental, when you want to improve your wellness, you schedule a session with a professional. When it comes to your financial wellness, we work the same way.
How we work with you
One-time or limited scope planning
Life is changing and you need a plan. You can take it from there.
We follow the planning process to analyze your situation, develop a plan, and outline your implementation steps.
We are always a resource when you need us.
Fees:
Flat fee quoted based on the complexity of the plan.
The financial planner provides clients with a quote based on the complexity of the plan. Flat fees and per session fees are typically based on hourly rates of $200/hour.