"If you want to run fast, run alone.
If you want to run far, run together."
-African Proverb
Areas of Expertise
We specialize in analyzing and strategizing your financial challenges. Our typical clients focus fall into one or more of the following areas.
Pre-Retirement Planning
Equity Compensation
Post-Retirement Drawdown
Tax & Estate Planning
Asset Protection Review
Education Planning
Stewardship Giving
Portfolio Management
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.
Financial Wellness Monitoring
Financial Wellness Monitoring
On-Demand Advice
On-Demand
Advice
Financial
Planning
Financial
Planning
What is Financial Wellness Monitoring?
A very cost-efficient way to engage with a CFP® professional as we work together to continuously monitor your financial health.
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.
Should something be off-track, both you and we will be able to see it so that you can make the course-correction as quickly as possible. Similar to a physical ailment, if we catch it early enough, we can much more easily make the necessary changes to advert disaster.
The individual measurements we keep track of include:
On-Demand Advice
Our On-Demand Advice 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 On-Demand Advice service, 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.
New Clients
$525
90-mins
Repeat Clients
$350
per hour
How does Financial Planning work?
Our full-service financial planning and optional portfolio management services provide clients with a 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. This is the roadmap for us to get from where you are today to where you want to go.
Financial Wellness Monitoring is also included, which is like the GPS telling us exactly where we are in relation to where we want to go. Your CFP® Professional is your survival guide who strategizes and recommends the course of action, making timely adjustments so that you can stay on track and 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.
Now Accepting New Clients
Our 7-Step Financial Planning Process:
We are transparent with our fees. Please download our updated Financial Planning Fee Schedule.
Ready? Let's do this Together
Schedule for a 30-min discovery meeting