Six Core Planning Areas
Tax Planning
Multi-year strategic planning to minimize taxes over the course of your lifetime
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Estate Planning
We ensure you have the right documents in place and they reflect your wishes and intent for the next generation
Cash Flow Planning
Gain control over your household finances with a system that automates bill payments and prioritizes your goals
Student Loan Optimization
We ensure that you have the best student loan repayment strategy for your unique circumstance.
Retirement Planning
We create an illunicated path toward your goals using cutting edge technology to map out and stress test your plan
Investment Management
Evidence-based investment advice tailored to your goals, risk tolerance, and time horizon
Focused Meetings and Follow-Up
Get Acquainted
Uncover your goals & values
Get to know one another
Exploring working together
Get Organized
Collect your financial inventory
Setup your personal financial website
Consolidate accounts
Get A Plan
Establish measurable financial goals
Determine appropriate investment allocation
Develop Action Checklist
Get Going
Review & track goal progress
Manage & report on investments
Adjust plan as your situation evolves
The standard planning fee is based on the complexity of the client's situation. Commonly, fees range from $200-$350 a month and $1000 upfront. Schedule your FREE consultation today!