Broker Check

Financial Advice for Every Stage in Life

Holistic Financial Plan

Holistic Financial Plan

This plan includes analysis of:

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

Our team will provide personalized recommendations using our interactive 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 accounts
  • 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

This plan includes:

  • 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 client 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

This plan includes:

  • 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.

Investment Management

Investment Management

  • Analysis of savings and investment accounts
  • Discussion of objectives and risk tolerance
  • Personalized portfolio design
  • Impact investing (SRI/ESG) available
  • Assistance consolidating accounts as needed
  • On-going monitoring and reviews
  • Includes a Personal Financial View website

These investment services utilize advisory accounts with fees charged as a percentage of managed assets.

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Product Solutions for Strategy Implementation

Product Solutions for Strategy Implementation

  • IRAs / 401(k) Rollovers
  • Life insurance (term/whole/variable)
  • Disability insurance
  • Long Term Care insurance
  • Annuities & income strategies
  • We begin with a complimentary initial consultation
  • Product sales include a general financial analysis
  • Clients receive an annual account or policy review

We typically get paid via a sales commission on product sales for transactional business, which may or may not be in conjunction with other planning fees, as applicable. 

See our Service Menu


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