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Step 1: Schedule a free consultation

Let's Connect

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  • Get to know each other

 

  • Decide if/ how we can work together to meet your objectives

We’ll meet via Google Meet and get to know a little about each other.  We’ll hear more about your objectives and expectations for your experience with a financial planner.  Then we’ll review our services.

 

After that, you’ll take all the time you need to decide whether or not to move forward.

Step 2: Say "Yes!"

Onboarding

Decision Icon
  • Review Disclosures

  • Sign Client Agreement

  • Gather documents/ information

  • Schedule Getting Organized Meeting

Cost: $500 due with Client Agreement

When you decide to move forward, you’ll receive disclosures to review, the Client Agreement to review and sign, and a short list of other tasks to accomplish so that we can get started.

Step 3: Build the Plan

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Get Organized

  • Gather documents and data

  • Identify Goals

Cost: $650 due at Meeting

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Initial Plan Review

  • Explore possibilities

  • Identify Assumptions

Cost: $675 due at Meeting

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Final Plan Review

  • Optimized for your preferences

  •  Implementation Recommendations

Cost: $675 due at Meeting

Building your plan is a three meeting process.  

  • First, we’ll get organized and ensure we have the information we need for the planning process.

  • During our second meeting, we’ll review one or more draft financial plans and discuss additional possibilities, appropriate assumptions, etc.

  • At the final meeting, we’ll review your plan and the recommended actions to implement your plan.

Step 4: Implement your Plan

Implementation Support

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Choose from the following:

  • Option 1 - DIY

  • Option 2 - One Follow-up Meeting

  • Option 3 - Quarterly Meetings

DIY: Implement the plan recommendations on your own.  Email and planning software support available for 90 days after Final Plan Review meeting. 

Cost: $0

Ad hoc Follow Up: Implement the plan recommendations mostly on your own.  Email and planning software support available for 90 days after each meeting. Cost: $300/ 1 hour meeting

Quarterly Meetings: We will work together to implement plan recommendations.  Includes year round financial planning advice and annual plan updates for as long as we work together.

Cost: $225/ month

Step 5: Refresh your Plan

Plan Updates

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Every Plan Changes.  Return for a plan refresh:

  • Annually

  • Every Other Year 

Annual Plan Updates: Recommended when life is changing quickly, when retirement is approaching (5-10 years), and when you are in retirement

Cost: $2,000

(No cost for quarterly/ ongoing planning clients)

Every Other Year Plan Updates: Recommended when retirement and other major life changes are 10-15 years away

Cost: $2,300

Ready to move forward?

Still have Questions?

Choose the Plan for You

Ongoing Planning Service Options

  • Tier 1

    1,250$
    6 Month Engagement and Includes
    Valid for one year
    • Establish Goals
    • Budgeting and Cash Flow
    • Debt Management
    • Risk Management Analysis
    • Investment Analysis
  • Tier 2

    2,700$
    Everything in Tier 1 Plus:
    Valid for one year
    • Establish Goals
    • Budgeting and Cash Flow
    • Debt Management
    • Risk Management Analysis
    • Investment Analysis
    • Benefits Review/Medicare Planning
    • Retirement Transition Prep
    • Education Planning
    • Tax Planning
  • Tier 3

    3,800$
    Everything in Tier 1 and Tier 2 Plus:
    Valid for one year
    • Establish Goals
    • Budgeting and Cash Flow
    • Debt Management
    • Risk Management Analysis
    • Investment Analysis
    • Benefits Review/Medicare Planning
    • Retirement Transition Prep
    • Education Planning
    • Tax Planning
    • Social Security Planning
    • Estate Planning
    • Gift Planning

Choose The plan for you

Ongoing Planning Service Options

Tier 1

$1250

Master The Basics

Ideal for Early to Mid-Career Individuals and Families​​

  • Establish Goals

  • Budgeting and Cash Flow

  • Debt Management

  • Risk Management Analysis

  • Investment Analysis

Tier 2

$2700

Build and Manage

Ideal for Mid to Late Career Individuals for Families

  • Establish Goals

  • Budgeting and Cash Flow

  • Debt Management

  • Risk Management Analysis

  • Investment Analysis

  • Benefits Review / Medicare Planning

  • Retirement Transition Prep

  • Education Planning

  • Tax Planning

Tier 3

$3800

Optimize and Enjoy

Ideal for Individuals and Families Near / Beyond Retirement

  • Establish Goals

  • Budgeting and Cash Flow

  • Debt Management

  • Risk Management Analysis

  • Investment Analysis

  • Benefits Review / Medicare Planning

  • Retirement Transition Prep

  • Education Planning

  • Tax Planning

  • Social Security Planning

  • Estate Planning

  • Gift Planning

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