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Financial Advice for Every Stage in Life - Our Services

<strong>Foundational Financial Strategies</strong>

Foundational Financial Strategies

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 over 6 monthly installments.

<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 over 6 monthly installments.

<strong>Advanced Financial Planning</strong>

Advanced Financial Planning

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

  • Planning for a transition into retirement
  • Income/withdrawal strategies, incl. SS analysis
  • Tax planning strategies, such as Roth conversion
  • Equity compensation
  • Planning for private or higher education
  • Inheritance or legacy planning
  • Job or career change
  • Consolidation of multiple investment accounts
  • 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 over 6 monthly installments. Fees are reviewed at plan renewal and is based on level of complexity. 

Data organization and entry services are available for an additional $1,000.
For secure data sharing and aggregation, all financial planning clients receive a personal eMoney client website.

* 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. 

<strong>Investment Management</strong>

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.

<strong>Product Solutions for Strategy Implementation</strong>

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. 

Book a complimentary initial consultation to learn if we're a good fit.

You'll meet virtually with a member of our team to learn more about our services and tell us what you're trying to accomplish.