What Is Financial Planning?

Financial planning is a collaborative process that helps maximize a client’s potential to meet life goals through financial advice that integrates relevant elements of a client's personal and financial circumstances.

 

If you seek a more personalized approach to creating and executing a customized financial plan and would benefit from speaking to a real human about your goals and current situation, consider 1:1 financial planning.

SILVER 

 

$1,350 (Individual)

$1,750 (Family) 

1x planning fee

$453/year after the first year (Individual)
$553/year after the first year (Family)

     

 

  • 3 initial planning meetings 

  • 2 additional review meetings per year  

  • Cash flow management 

  • Retirement analysis & planning 

  • College and Education Planning

  • Risk Management analysis 

    • Life & disability 

  • Implementation of financial plan 

  • 3 initial planning meetings 

  • 4 additional review meetings per year  

  • Cash flow management

  • Retirement analysis & planning  

  • College and Education planning

  • Risk Management analysis 

    • Life, disability, LTC, Property & Casualty 

  • Implementation of financial plan 

  • Workplace benefit analysis 

  • Social Security Optimization 

  • Monte Carlo Analysis

GOLD 

 

$2,494 (Individual)

$2,994 (Family) 

1x planning fee

$997/year after the first year (Individual)
$1,297/year after the first year (Family)
ENTERPRISE 

 

$7,461 

1x planning fee

$5,964/year after the first year
  • 1x per month planning, strategy, & business coaching meetings (12x per year)

  • Cash Flow Management

  • Retirement analysis & planning 

  • College and Education planning

  • Risk Management analysis 

  • Workplace benefit analysis 

  • Social Security Optimization 

  • Monte Carlo Analysis 

  • Implementation of financial plan 

  • Business tax strategy 

  • Unlimited continued education resources 

  • Financial education for friends/family/partners/coworkers