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Financial Advice for Every Stage in Life - Our Services

Foundational Financial Strategies

Foundational Financial Strategies

12-month planning includes:

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

Planning essentials for our base fee of $1,500. Can be paid in quarterly installments.

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<strong>Ongoing General Analysis and Planning</strong>

Ongoing General Analysis and Planning

Planning includes:

  • All foundational planning, plus...
  • Identification of long-term objectives
  • Retirement projections
  • Optimizing investment portfolio
  • Personalized recommendations

Our team will provide personalized retirement and investment recommendations using our interactive client website. You can implement strategies with the companies of your choice.*

Ongoing planning is provided for an annual fee of $2,000 - $2,500*. Can be paid upfront or in quarterly installments.

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Advanced Financial Planning

Advanced Financial Planning

For added complexity, analysis includes retirement and investment planning, plus focus areas as needed:

  • Transitioning into retirement
  • Retirement income and withdrawal strategies
  • Consolidation of multiple retirement accounts
  • Equity compensation
  • Planning for private or higher education
  • Inheritance or legacy planning
  • Job or career change
  • Considerations for adult dependents
  • Multiple real estate holdings
  • New marriage, divorce, partnership
  • Estate and legacy planning

Advanced planning starts at a fee of $3,000* and can be paid upfront or in quarterly installments. Fees are reviewed annually and adjusted as needed.

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* There is a higher fee to work directly and primarily with a CFP® professional, vs. a qualified financial advisor on the team. Learn more about our teammates and their specialties here. Fees and services may vary by individual needs, number of household members and the complexity of your situation and will be reviewed each planning year. Strategy implementation can be completed, if desired, with the company of your choosing and may result in additional fees or commissions. All financial planning includes an eMoney client website for the duration of the 12-month planning engagement.

Investment Management

Investment Management

  • Analysis of savings and investment accounts
  • Discussion of objectives and risk tolerance
  • Personalized portfolio design
  • Values-based investing (SRI/ESG) available
  • Assistance consolidating accounts as needed
  • On-going monitoring and reviews
  • Includes an eMoney 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 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. 


Ready to schedule an initial complimentary consultation with us?

Click below to review our calendar and book an appointment:

SM2022.10  - SFP2022.7  - FPSP2022.7