
Our financial checkup is more like going on a date than getting married. We work together to address a couple of your major concerns.
Common areas focus include, but are not limited to, college planning, student loan strategies, 401k investments, retirement planning and debt strategies.
What you Get:
You get a customized action plan that you can implement at your own pace.
Cost:
Varies by difficulty but ranges from $350 - $2,000

If you are ready for a more long term relationship, our WealthBuilders program will guide you through all the changes of life and help you maximize your financial future.
What You Get:
You get a customized financial plan, personalized help implementing the recommended action setps and quarterly checkins to make sure nothing falls through the cracks.
Cost:
$1500 initial fee paid $500 per month for 3 months followed by $150 per month for the remainder of the relationship.

Investment management is the traditional staple of financial planning. We can help you build a portfolio and guide you through the crazy ups and downs of stock market investing.
What You Get:
Help knowing what to invest in and emotional support when greed or fear are trying to take over.
Cost:
Decreasing from 1.5% per year to 0.5% annually as your account value grows. Discount's available for bundling with our WealthBuilders program.