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.

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What you Get:

You get a customized action plan that you can implement at your own pace.

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Cost:

Varies by difficulty but ranges from $350 - $2,000

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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.

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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.

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Cost:

$1500 initial fee paid $500 per month for 3 months followed by $150 per month for the remainder of the relationship.

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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.

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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.

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