Holistic Financial Planning
Putting it all together
Our Holistic Financial Planning service combines all three services into one, providing clients with a comprehensive approach to all their financial goals and desires.
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First, we assess your current financial health with Financial Pulse.
Second, we develop your personalized Financial Roadmap through a carefully crafted process to understand both your views toward money and the financial goals you are striving to achieve.
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Third, you'll have unlimited and direct access to your CFP® professional, your guide, to strategize and recommend timely adjustments so that you can stay on track and achieve your long-term financial desires.
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Please Note: We limit the number of Holistic Financial Planning clients we take on to ensure we engage deeply with our clients and their families.
Our Process
We adopt and follow a 7-step Financial Planning Process, which is aligned with CFP Board's 7-Step Financial Planning Process:
Introductory Meeting
(30 min)
Information Gathering Meeting (90-120 min)
Analysis
(1-2 weeks)
Recommendations & Next Steps Meeting
(90-120 min)
Implementation
(varies)
Review & Updates
(quarterly)
Adjustments
(quarterly)
Pricing
We've designed Holistic Financial Planning to be accessible, affordable, and simple to understand.
Essential
"Get organized and set a course for your financial future"
Annual Meetings
Investment Review
Retirement Planning
Beneficiary Review
Behavioral Finance
Goals Tracking
Net Worth Statement
Charitable Giving
Financial Monitoring
Online Experience
Anytime Access to CFP® Professional
Initial Plan:
$1,997
(6-8 hrs*)
Ongoing Planning:
$197/mo
Advanced
"A comprehensive approach to fully evaluate and prioritize your finances"
Semi-Annual Meetings
Essentials PLUS:
Cash Flow Planning
"What If" Scenarios
Multiple Goal Analysis
Education Planning
Risk & Insurance Analysis
Roth Conversion Review
Equity Compensation Analysis
Social Security & Medicare Analysis
Initial Plan:
$2,997
(9-12 hrs*)
Ongoing Planning:
$297/mo
Premier
"Take control of your financials and build your legacy"
Quarterly Meetings
Advanced PLUS:
Estate Planning
Wealth Transfer Scenarios
Family Financial Education
Business Planning
Income Tax Planning
Initial Plan:
$4,997
(13-18 hrs*)
Ongoing Planning:
$497/mo
* If your plan requires more time than expected, you will be billed accordingly at $350/hr.
View our complete Fee Schedule
Adjustments
(quarterly)
Ready? Let's do this Together
Schedule a 30-min introductory meeting