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MANAGE YOUR FINANCES WITH A CUSTOMIZED, INTERACTIVE PLAN

On-going Financial Planning

Our approach: helping clients achieve and protect their visions of the future, with on-going financial advice that includes wealth management and insurance. That’s Planning for Good. How do you envision your future?

If you want the peace of mind of having financial security, with a strategy and a partner by your side, take advantage of our simple process:

  • Engage with a CFP® professional that has a fiduciary duty to put your needs first
  • Gain a better understanding of how to protect your income, assets and choices
  • Compare options for saving in volatile markets while avoiding common mistakes
  • Have control over what you are paying in fees and taxes

Additionally, we know how busy you are, so we will consolidate and organize all your financial information. When something comes up, we'll be ready!

Financial Advice for Every Stage in Life

Holistic Financial Plan

Holistic Financial Plan

This planning track includes analysis of:

  • Cash flow and net worth
  • Risk management and insurance
  • Investment optimization 
  • Education planning
  • Retirement planning
  • Tax strategies
  • Estate and legacy planning

Our team will provide personalized recommendations using our interactive Personal Financial View client portal. We can create "what-if" scenarios and coordinate with your attorney or accountant, as needed. 

Most Appropriate for:

  • Household income above $100,000
  • Multiple savings and investment assets
  • Families with a complex structure

Typical annual fee ranges from $2,000 to $3,000 and can be paid upfront or in installments. 

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Investment & Retirement-focused Financial Plan

Investment & Retirement-focused Financial Plan

Focused planning track:

  • Identification of retirement objectives
  • Review of income sources and living expenses
  • Analysis of savings and investments

Our team will provide personalized retirement and investment recommendations using our interactive Personal Financial View website, including a "what-if" scenario. You can implement strategies with the companies of your choice.*

Most Appropriate for:

  • Household net worth above $250,000
  • Multiple savings and investment accounts
  • Retirement-focused objectives

Typical annual fee ranges from $1,500 to $1,800 and can be paid upfront or in installments.

Foundational Financial Strategies

Foundational Financial Strategies

"Getting Started with the Basics" planning track:

  • Identification of your objectives, priorities and risk tolerance
  • Cash-flow analysis and creating a budget
  • Reviewing options to start saving
  • Establishing protection strategies, such as life & disability insurance and emergency savings

Most Appropriate for:

  • Anyone wanting/needing guidance around financial basics
  • Starting fresh after a major change such as a marriage or divorce, but without major complexity

Typical annual fee is $1,200 and can be paid in quarterly or monthly installments. 

* Fees will vary with the complexity of your personal financial situation. Implementation of specific products or services may result in commissions or fees out-side of the financial plan fee. Strategies may be implemented as desired with the companies of your choice. 

Our event-driven process and web-based platform makes it simple to monitor your plan and consolidate your information in a secure, accessible location.

We offer a personal financial website using eMoneya smart technology solution built to streamline your wealth management capabilities and provide for a single point of access to:

  • Financial and Investment Account Aggregation
  • Savings, Spending and Budget Tracking
  • Asset and Real Estate Holdings
  • Encrypted Document Vault
  • Financial Analysis and Reports

All of your information is password-protected in a secure personal website, easily accessible by you and your financial advisory team, from anywhere! 


Make decisions with confidence, with virtual financial services at your convenience.

We combine your unique vision with our holistic process, designed to be flexible, so we can help as your situation changes and questions arise. We start with this each year: Our Process. After our initial annual review, we focus on various topics each quarter, or as things come up for you.



We also guide our clients through periodic "projects" designed to address hot topics, such as: checking your credit, creating a family kit and preparing for emergencies. 

Contact me for a complimentary initial consultation.

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