Our process involves getting to know you, your values and what you what to accomplish. We begin with a full analysis of your current financial situation, followed by a discussion on your financial and lifestyle goals. Over the course of three meetings, we will develop your personal financial plan. Financial topics include saving for your first home, paying off student loans, tackling credit card debt, or investing in your 401(k). We will provide continuous analysis based on your financial goals, and we may implement and monitor decisions during that time too. Be prepared to learn a ton! Our goal is for you to make smart financial decisions to live life on your terms.
Following the development of your plan, if you seek ongoing analysis, support and guidance, we have an annual retainer service. We often work with entrepreneurs, mid-career professionals, and young families who seek advice in multiple areas over a longer period of time.
This is your adventure! Let’s put you on a path to reach your goals.
Current Financial Analysis + Plan Development Fee: $1,500 – 3,000
Annual Retainer: $1,200 – 2,400 (billed monthly)