We help you make sound financial decisions and gain confidence in your future.
Clarify your goals
Assess your options
Make a plan
Feel in control
How can we serve you?
o Am I going to be OK?
o Can I help my parents?
o Can I take care of my family?
Stick to a budget
o How much should I spend on housing, food or going out?
o How much should I save per month?
o Am I spending too much on things I don’t need?
Manage your cash flow
o Do I have enough money in my account to cover all my bills?
o Can I afford to pay off that credit card bill?
o Do I have any money for emergencies?
Buy the right insurance
o Is term or permanent life insurance right for me?
o How much coverage do I need?
o Do I need umbrella insurance?
o Which investments are right for me?
o Should I buy stocks or mutual funds, index or active strategies?
o How much risk should I take?
Create a will*
o Who will take care of my kids if something happens to me?
o What do I need to think of as I am creating my will?
o How often should I update my will?
Plan your estate*
o What is a trust and do I need one?
o How do I make sure I don’t owe too much in estate taxes?
o How do I best help my kids?
How We Do It
Create a plan
Implement and Adjust
We offer 3 plans that put you on a path to success. We also offer a monthly management plan, which includes plan implementation and investment advice.
$1295 / One Time Fee
Suitable for individuals in early stages of their careers starting to think more strategically about money. Clients choosing this plan may want to better manage budgets, reduce debt, and consider one or two long-term goals such as buying a house or creating an investment portfolio. The Optimize plan focuses on short and medium-term goals and sets up our clients for lifelong financial success.
$1995 / One Time Fee
Ideal for individuals and families with busy careers and numerous responsibilities. Clients choosing this plan may have children, a mortgage and meaningful investment assets. They want to take a deeper look at their long-term goals and devise a comprehensive, thoughtful strategy to achieve their goals. The Empower plan helps clients feel in control of their finances and prepares them to handle life's expected and unexpected events.
$2495 / One Time Fee
This plan is for individuals and families who desire to create the most comprehensive financial plan, including estate planning and asset transfer to the next generation. This plan provides an end-to-end strategy to plan for the long-term. It starts with the clients' current situation and looks at all aspects of life planning, including education, retirement, insurance, wills, trusts, and legacy decisions. The Protect plan gives our clients peace of mind about their families' future.
Management PlanEvery good plan requires committed management to succeed!
$150-$300 / Monthly Fee
Being on top of your finances is not a one-time event, it is a continuous process that requires action. Any plan is only as good as its execution. The management plan gives you the support and accountability you need to make the most of our work together. What our clients get with the management plan:
|Investment guidance and monitoring||✔|
|Implementation of the financial plan action steps||✔|
|Quarterly touch points to update on progress||✔|
|Unlimited phone and email support||✔|
|Updates to the plan for life events||✔|
|Unlimited access to your online plan snapshot||✔|