Like an iceberg, good financial planning is hidden and unseen by most but is an essential base.

Like an iceberg, good financial planning is hidden and unseen by most but is an essential base.

WHATS THE COST?

Ongoing financial planning starts at $1,740 a year or $120 a month depending on complexity with an upfront charge of $300.

ONGOING FINANCIAL PLANNING

  • The first year starts off with an initial planning process of 4-6 meetings over 2-3 months. During those meetings we will produce an individualized schedule for the coming year

  • Unlimited access to a financial planning professional to answer all questions

  • Organization of your financial information

  • Establishment and prioritization of clear goals 

  • Retirement planning

  • Employee benefits analysis

  • Tax planning recommendations

  • Insurance analysis 

  • Estate planning recommendations

  • Budgeting and debt management

  • College education planning

  • Social Security optimization

  • Coordination of detailed action items

  • Review and update of plan when life changes

  • Access to online client portal 

HOW DOES IT WORK?

Our work together is collaborative. I may be the financial expert, but you are the You expert. My role is to help you cultivate consciousness around your financial decisions and to erect “guardrails.” You choose a path between those guardrails that works for you.

We start by creating an initial plan that showcases where you are now financially, and also your goals and vision for your life. We then work together systematically to implement the action steps and get you closer to your goals As changes happen in your life, we adapt our strategy so it still makes sense for you. Once a year we do a thorough review of the plan to ensure we’re still headed in the same direction.

As part of this ongoing relationship, I also manage and provide advice for all your investment accounts