FINANCIAL PLANNING

Available on a limited basis to clients who'd like to develop a continuing partnership for ongoing financial advice and accountability. 

Let me translate your goals, priorities, and dreams into actionable guidance to help you make better financial decisions now and in the future.

FEE: varies based on the complexity of your finances.

Clients pay a one-time Setup Fee ranging from $850 to $1,500 followed by a monthly recurring charge of $110 to $255.

*Quote will be provided during 30-minute complimentary intro session.

WHAT WE'LL COVER ANNUALLY...

BUDGETING & CASH FLOW REVIEW

OPTIMIZING INCOME & EMPLOYEE BENEFITS

SAVING STRATEGY ANALYSIS & REVIEW

INVESTMENT REVIEW & RETIREMENT OUTLOOK

INSURANCE & ESTATE PLANNING

TAX STRATEGIES

COLLEGE & STUDENT LOAN PLANNING

+ OTHER FINANCIAL TOPICS RELEVANT TO YOU 

START THE PROCESS 

Interested in working together? Click below to schedule a 30-minute intro session (via phone or web conference) at no cost to you.