(833) 833-1657
Financial Planning Strategies
Investment Management
Professional portfolio management tailored to your goals, risk tolerance, and financial timeline. We design and manage a diversified investment strategy using evidence-based principles,
ongoing monitoring, rebalancing, and tax-efficient techniques. This service is for clients who
want a disciplined, research-driven approach to building wealth with ongoing guidance from a fiduciary advisor.
Retirement Income Planning
A specialized service focused on turning your savings into reliable, sustainable income throughout retirement. We help you determine when to retire, how much you can safely withdraw, how to optimize Social Security, how to reduce taxes in retirement, and how to structure your investments so your income lasts as long as you need it. Perfect for those preparing for retirement or already retired who want clarity, confidence, and a worry-free income strategy.
Comprehensive Financial Planning
A complete, goals-based plan designed to bring clarity and direction to your entire financial life. We evaluate every major area—cash flow, investments, retirement, taxes, insurance, debt management, college planning, and estate considerations—to build a personalized roadmap that
aligns your money with your values and long-term goals. This service is ideal for individuals or families seeking an ongoing partnership and a coordinated strategy that grows and adapts as life changes. We offer 3 different tiers to comprehensive financial planning.
Financial Plans
Cash Flow Management & Basic Financial Plan
Designed for young professionals and young married couples, looking to build a strong foundation. Includes up to 10 to 15 hours of planning and interaction.
Includes:
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Complimentary consultation
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Three 2-hour Zoom meetings
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Up to 8 hours of planning and analysis outside of meetings
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Focus on cash flow management, debt reduction, and establishing long-term goals
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Ongoing monthly support which includes:
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Quarterly reviews and plan updates
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Implementation support
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Phone and email access (responses within 1–2 business days)
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Comprehensive Financial Plan
Best for households seeking full coordination of retirement, tax, insurance, and investment planning. Includes up to 20 to 25 hours of planning and interaction.
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Includes:
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Complimentary consultation
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Three 2-hour Zoom meetings
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Up to 15 hours of planning and analysis outside of meetings
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Covers retirement readiness, tax planning strategies, investment considerations, insurance needs, estate planning considerations, and scenario testing
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Ongoing monthly support which includes:
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Quarterly reviews and plan updates
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Implementation support
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Phone and email access (responses within 1–2 business days)
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Enhanced Financial Plan
Built for more complex financial situations such as business ownership, multigenerational planning, or high-net-worth households. Includes up to 25 to 30 hours of planning and interaction.
Includes:
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Complimentary consultation
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Three 2-hour Zoom meetings
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Up to 20 hours of planning and analysis outside of meetings
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Provides advanced strategies in tax efficiency, estate coordination, charitable giving, and complex retirement income planning
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Ongoing monthly support which includes:
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Quarterly reviews and plan updates
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Implementation support
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Phone and email access (responses within 1–2 business days)
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Major Life Changes - Plan Redesign
Sometimes goals and plans need to be updated due to major life events such as marriage, divorce, career changes, inheritance, or the sale of a business. In these cases, a full plan redesign may be necessary. We charge an hourly fee of $125/hour, up to 10 hours, to create an updated plan that reflects your new circumstances.
Insurance Solutions
When appropriate, we may also recommend insurance products — such as life, disability, long-term
care, or annuities. These may involve commissions paid by the carrier, which are always disclosed
separately from your planning fees or monthly retainer.
