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 next few months, we will develop your personal financial plan. We will provide continuous analysis based on your financial goals. 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 support and guidance, we have a monthly 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
Ongoing Monthly Fee: $100 – 200