Financial Planning

Financial Planning

Puts Together the Pieces of your Life

A collaborative process that takes a holistic review of your finances to develop action plans which address any financial inefficiencies and mitigates foreseen financial risk. Going through the financial planning process can help you at any age and assist you with making big decisions with confidence.

Benefits of Financial Planning

Organization: Bring order and efficency to your finances

Accountability: Follow through on objectives

Perspective: Insights to help avoid emotional decisions

Proactivity: Help you be better prepared with your finances

Education: Provide knowledge for making decisions

Partnership: Make critical decisions with you

Financial Planning Options

Core

The focus is on financial organization and access to a financial professional. The areas of focus include: goal setting, monthly cash flow analysis, and investment advice.

The cost for our core plan starts at $750 for a 12-month engagement.

Comprehensive

This is a comprehensive approach to fully evaluate and prioritize your finances. The areas of focus include everything included in the core package along with: retirement planning, insurance analysis, estate planning and tax planning.

The cost of our comprehensive plan starts at $1,500 for a 12-month engagement.