Areas of Expertise
Our typical clients focus fall into one or more of the following areas.
Tax & Estate Planning
Asset Protection Review
Services & Fees
Our goal is to offer services that work best for those at different life stages. 3 flexible options are available to ensure you have the support you need to assess, develop and implement a solid financial roadmap so that you will make informed financial decisions and achieve your long-term financial goals.
Services & Fees
Our primary goal is to offer services that cater to people who are in different life stages. We offer a range of flexible options to ensure you have the support you need to have a solid roadmap to help make informed financial decisions and achieve your long-term financial goals.
Financial Wellness Monitoring
Much like going to a doctor who checks your blood pressure, temperature, weight, height, etc. to see how you're doing at that moment, Financial Wellness Monitoring allows us to get a current assessment of your overall financial wellness. We monitor metrics like Savings Rate, Burn Rate, Liquid Term, just to name a few. This enables our CFP® professional to assess and answer any questions you may have regarding your financial health.
This is the most cost-effect and cost-efficient way to engage with a CFP® professional.
Our Advice-only service offers clients the convenience and flexibility of personalized support on an as-needed basis. Our CFP® professional is available to meet with you to discuss a wide range of financial topics. With our Advice-only services, clients have the opportunity to get tailored advice and support without committing to a long-term financial planning relationship.
Due to the nature of this service, a minimum of 1.5 hours is required for new clients.
Based on availability.
Our full-service financial planning and optional portfolio management services provide clients with a comprehensive and holistic approach for all their financial goals and desires. You have unlimited access to our CFP® professional who partners closely with you to develop a personalized financial plan. Financial Wellness Monitoring is also included to help us make timely adjustments so that you can achieve your long-term financial desires.
We limit the number of Financial Planning clients we take on to ensure we engage deeply with our clients and their families.
Our flexible set of services offers the best way for you to use our expertise for your specific situation. Select each to learn more.
Tribe R1T1 Member
The easiest way to get started is by becoming a member of Tribe R1T1. As a member, you'll get:
Access to Financial Health Monitoring mobile app
Complimentary 15-min initial review with CFP® professional ($100 in value)
For each 3-months you stay a member, you'll get 15-minutes of complimentary time with CFP® professional. This can be used in that one quarter (based on availability), or can be rolled over from quarter to quarter. A maximum of 2 hours can be "banked," which could be used for a 2-hour review with a CFP professional every two years! ($1000 in value!)
Quarterly progress reports
The One-Page Plan
Free monthly financial education webinars
Free monthly office hours with CFP® professional
20% off year-round access to 1-on-1 CFP® professional
20% off all a la cart services
Access to personal newsletter from our founder
$250 setup fee is waived for NEW members