Financial Planning

$750. Setup and $99. Monthly

No long term contracts.  Continue planning for as long or as short as you like.

The Financial Planning FRAMEWORK TM, can help you organize, collaborate and track your financial life.  The Financial Planning FRAMEWORK TM is designed to grow with you.

Flexible Connections: We’ll meet with you in our office, your home, phone or video chat.

  • 60-90 Minute data gathering session to help you get organized and on track
  • 60-90 Minute recommendation and action steps to begin your financially fit journey
  • 60 Minute review after 6 months
  • 60 Minute planning year-end checkup

Unlimited email questions and answers

Schedule Now

Financial SnapShot

$450. One Time

60-90 Minute Data Review and Goal Setting Meeting
Follow up email with recommendations on your 1-2 biggest financial planning concerns.
One month of unlimited emails on your 1-2 planning concerns.

Common Questions

How do I open up a Roth or Traditional IRA?
How do I choose the funds in my retirement plan?
How much should I save for retirement?
How can I pay off my debt the fastest?
How do I choose the best options in my benefits packet at work?
How much life insurance should I have?
How much disability protection should I have?

Asset Management

$0 – $500,000 Up to 2.00%

$500,000 to $1,000,000 Up to 1.50%

$1,000,000 to $2,500,000 Up to 1.00%

$2,500,000 to $5,000,000 Up to 0.85%

Over $5,000,000 Up to 0.50%