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Six Core Planning Areas
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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
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Cash Flow Planning
Gain control over your household finances with a system that automates bill payments and prioritizes your goals
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Student Loan Optimization
We ensure that you have the best student loan repayment strategy for your unique circumstance.
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Retirement Planning
We create an illunicated path toward your goals using cutting edge technology to map out and stress test your plan
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Investment Management
Evidence-based investment advice tailored to your goals, risk tolerance, and time horizon
Focused Meetings and Follow-Up
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Get Acquainted
Uncover your goals & values
Get to know one another
Exploring working together
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Get Organized
Collect your financial inventory
Setup your personal financial website
Consolidate accounts
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Get A Plan
Establish measurable financial goals
Determine appropriate investment allocation
Develop Action Checklist
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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!