Not accepting new clients at this time.

Services

During our initial consultation we will determine which service plan works best for you and yours. This will depend on your current financial position, goals, and potential life changing events.

Comprehensive Financial Planning

On-Going

  • Establish and define our relationship
  • Discuss your personal and financial goals, needs and priorities
  • Analyze and evaluate your current financial situation
  • Create an customized accountability plan
  • Discuss recommendations
  • Together WE will implement and monitor your plan
  • Unlimited follow-up advice via phone calls, emails and other correspondence

Specific Project

  • Establish and define our relationship
  • Discuss your personal and financial goals, needs and priorities
    • cash flow, insurance (life, disability & long-term care), employee benefits, college savings, starting an IRA or Roth IRA, student loan debt, buying or renting, purchasing an auto, divorce, etc.
  • Determine two or three financial concerns to address
  • Create an accountability plan
  • Follow-up correspondence with recommendations, resources and specific action steps

Introducing a 2 hour Financial Planning Work Session

  • For 120 minutes you control the agenda
  • Ideal for those who:
    • have one or new financial concerns
    • need fast and accurate information
    • do not want the expense of a complete written plan
  • Click here for more details