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Financial Planning For Your Unique Life
Achieving financial security requires a personalized plan that caters to your unique goals. With a well-crafted strategy and backup plans in place, you can confidently navigate all life stages.
Get in touch with us today to schedule a complimentary Financial Assessment.
Branches of a Financial Plan
A comprehensive financial plan goes beyond mere investments. It covers a range of subjects, like a teacher's lesson plan, an entrepreneur's business plan, or an athletic team's strategic plan to clinch a championship at the end of the season.
Video: Change Your Financial Future Today
Flexible Pricing Options
Our flexible pricing makes it accessible for you to fit your unique needs.
NOTE: In some situations, the pricing may be negotiable, and we may also provide a flexible payment schedule.
Depending on a client's situation, we may offer pro bono.
Ongoing
Financial Plan
Available Under
Wealth Management Services
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Personalized Guidance: Work one-on-one with a knowledgeable financial advisor to develop and implement your tailored financial plan.
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Continuous Support: Receive ongoing assistance and adjustments to address emerging financial issues and goals.
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Proactive Recommendations: Stay ahead with continual advice and actionable steps to optimize your financial strategy.
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Personalized Service Calendar: Benefit from a customized service calendar that ensures proactive management and attention to your unique financial needs throughout the year.
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Regular Monitoring: At agreed-upon intervals, your financial advisor will monitor your plan to ensure it remains on track, providing timely updates and adjustments.
Complete
Financial Plan
Flat Cost: $2,000
Half Due at the Beginning
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Comprehensive Planning: Get a full financial plan with detailed steps for implementation from a knowledgeable financial advisor.
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Flat Cost Pricing: Enjoy peace of mind with a clear, upfront cost with no hidden charges.
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Concise Summary: Receive a "One Sheeter Summary" with clear recommendations and action items from your financial advisor.
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Independent Execution: Perfect for those who prefer to manage their financial plan with occasional guidance from a financial advisor.
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Great for Advice Seekers: Ideal for clients who are looking for valuable advice without the need for ongoing management.
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Annual Review: Benefit from a complimentary annual check-in with your financial advisor to review and adjust your plan.
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For any updates or additional assistance after delivery, see Hourly Financial Plan
Partial
Financial Plan
Flat Cost: $650
Half Due at the Beginning
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Focused Planning: Ideal for addressing 2-3 specific financial topics tailored to your current needs by a knowledgeable financial advisor.
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Flat Cost Pricing: Get targeted financial advice with a clear, upfront cost.
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Clear Steps: Receive a "One Sheeter Summary" with our targeted recommendations and action items from your financial advisor.
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Cost-Effective: Obtain professional advice from a financial advisor without committing to a full financial plan.
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Great for Advice Seekers: Perfect for clients who need specific guidance on select financial topics without the need for ongoing services.
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Annual Review: Enjoy a free annual check-in with your financial advisor to ensure your plan remains relevant and effective.
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For any updates or additional assistance after delivery, see Hourly Financial Plan
Hourly
Financial Plan
Hourly Cost: $150
Half Due at the Beginning
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Flexible Support: Perfect for those who need help with financial questions, plan updates, or DIY second opinions from a financial advisor.
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Guidance On-Demand: Access knowledgeable advice from a financial advisor as needed without the commitment of a comprehensive plan.
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Custom Solutions: Suitable for DIY individuals seeking validation or specific financial insights from a financial advisor.
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Clear Pricing: The number of hours required will be provided upfront by your financial advisor, ensuring clear and predictable costs.
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Great for Advice Seekers: Ideal for clients who are looking for professional advice on an as-needed basis without long-term commitments.
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Annual Check-In: Benefit from a complimentary annual review with your financial advisor to keep your financial strategy aligned with your goals
Financial Planning Process
Step 1: Complimentary Assessment
This 30-minute meeting lets us ensure your situation matches our knowledge and experience.
Ready to move forward?
We encourage you to reach out to us for a Free Financial Assessment.
For Hourly Financial Plan: Depending on what information is provided in this complimentary assessment, we may provide you with an estimated amount of hours, but this estimate may change; see step 2.
Step 2: Access to Our Financial Planning Software
You will gain access to our financial planning software, which will assist in getting a high-level overview as well as help with your complimentary assessment.
The information provided will further help tailor the 1-hour strategy meeting in step 4 as we work together to gain more knowledge of your situation.
We will require details such as but not limited to:
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Pay Stubs
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Investment Accounts
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Retirement (Pension) Account Statements
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Bank Statements
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Credit Card Statements
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Any pertinent information
The more information you provide, the better to tailor your personalized financial plan.
For Hourly Financial Plan: After inputting information into the financial planning software, we will provide the number of hours needed for the work on your personalized financial plan.
Step 3: Sign the Financial Planning Agreement
You will sign the Financial Planning Agreement allowing us to begin working on your personalized financial plan.
Step 4: Strategy Meeting
Just like when you go to a doctor to diagnose an issue, they prescribe a solution after they know your situation. We do the same when it comes to your financial situation.
We use the information from the financial planning software and information from the financial assessment meeting as well as any communicated information, as it will help tailor this 1-hour strategy meeting as we work together to gain more knowledge of your situation.
We will dig deeper into your goals, needs, and any concerns you may have.
Step 5: Developing Your Financial Plan
We will work with you to develop your customized financial plan with the information that you provided and the goals that you seek. We will use our experience and industry knowledge to construct a plan that will allow you to understand your financial situation. Also, to make sure you know that there is a solution to feel financially secure today and throughout all your life stages and beyond.
Step 6: Delivery & Implementation of Financial Plan
We will provide recommendations for your financial situation by delivering to you your customized financial plan.
We provide a "Financial Action Plan" with our recommendations and action items
Step 7: Check-in Progress Review
After becoming a client, we hold check-in meetings to discuss progress and any new topics arising from your financial life.
We will also reach out to our clients, if need be, to reevaluate goals, decisions, and upcoming life events.
You are no longer alone!