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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 or as a monthly subscription for a minimum of 1 year.  

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Investment & Retirement-focused Planning

Investment & Retirement-focused Planning

Planning includes:

  • All foundational planning, plus...
  • Identification of retirement objectives
  • Review of income sources and LT expenses
  • Retirement projections
  • Optimizing investment portfolio

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

Focused planning is provided for a fee of $2,000. Can be paid in quarterly installments or as a monthly subscription for a minimum of 1 year.  

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Advanced Financial Planning

Advanced Financial Planning

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

  • Equity compensation
  • Job or career change
  • Inheritance or legacy planning
  • College or student loan planning
  • Consolidation of multiple retirement accounts
  • Asset allocation for multiple investments
  • Considerations for adult dependents
  • Multiple real estate holdings
  • New marriage, divorce, partnership
  • Retirement income or RMD strategies
  • Estate and legacy planning
  • "What-if" scenario
  • Coordination with CPA and attorney, as needed

Advanced planning starts at a fee of $2,500 and can be paid upfront or in installments. Fees are reviewed annually and adjusted as needed. 

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* 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. You’ll work with various teammates throughout 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 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. 


Ready to schedule an initial complimentary consultation with me?

Click below to review my calendar and book an appointment:

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