Services

Initial Engagement:

We begin all our engagements with a Comprehensive Financial Plan. Everyone’s financial situation is unique, and our personalized process means that you receive advice that is tailored to your specific circumstances.

Comprehensive Financial Plan:

Financial plans will cover cash flow, investment management, tax planning, retirement planning, risk management and estate planning as they relate to you.

Ongoing Support: 

We hope to continue our working relationship together over the long-term! 

Our ongoing support includes quarterly meetings as well as phone and e-mail support in between meetings as needed.  We will monitor your progress, address new questions as they arise and follow-up on action items specific to you.  Some things we will cover include: 

• Annual financial plan update to help you stay on track and reflect your life as it progresses

• Monitor cash flow to help you reach your goals

• Tax planning and review

• Employee benefit selection during open enrollment

• Annual review and advice to keep your portfolio in line with your chosen investment mix

• Collaborate with your tax accountant, estate planning attorney or insurance broker as needed

Pricing: