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Choose The plan for you

Onging Planning

Ongoing Planning Service Options
(Ongoing meetings over a 6 or 12-month period to cover focus areas listed below)

Cover The Basics

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

$1250

for 1st Year

Build And Manage

Ideal for Mid to Late Career Individuals and Families

$2700

for 1st Year

Optimize And Enjoy

Ideal for Individuals and Families Near / Beyond Retirement

$3800

for 1st Year

  • Establish Goals

  • Budgeting and Cash Flow

  • Debt Management

  • Risk Management Analysis

  • Investment Analysis

  • Student Loan Planning

  • Establish Goals

  • Budgeting and Cash Flow

  • Debt Management

  • Risk Management Analysis

  • Investment Analysis

  • Student Loan Planning

  • Benefits Review / Medicare Planning

  • Retirement Transition Prep

  • Education Planning

  • Tax Planning

  • Establish Goals

  • Budgeting and Cash Flow

  • Debt Management

  • Risk Management Analysis

  • Investment Analysis

  • Student Loan Planning

  • Benefits Review / Medicare Planning

  • Retirement Transition Prep

  • Education Planning

  • Tax Planning

  • Social Security Planning

  • Estate Planning

  • Gift Planning

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Project-Based Planning

Project-Based Planning Services
(For DIYers who want a harder look at one or more areas of their financial plan)

Fee Range

$500-$3,000

Ideal  for the DIYer who wants assistance in a few areas or an overall assessment

  • Determine the long-term impact of Roth Conversions

  • Compare debt repayment options (i.e. debt snowball vs. high-interest rate first)

  • Retirement Analysis - when can / should you retire

  • Evaluate and compare college costs / financial aid packages

Example Requests for Services

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Investmet Management
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