Comprehensive Financial Plan

After hearing your goals and dreams, and believe me, I’m going to ask you to dream, I’ll take a look at your current financial picture and create a game plan to reach your financial goals. I’ll be by your side every step of the way as you implement each action item.


This Includes:

  • 30 minute assessment call

  • 90 minute discovery call to review why money is important to you and your short and long term goals 

  • Investment management

  • Your very own financial website

  • 1-3 page financial plan, documented and actionable to be implemented over time

  • 60 minute call to review the plan and strategy

  • 3-4 meetings a year to check-in on progress, review next items and make any necessary changes

  • Available by email for questions

 

Rates Start At

$1,000 Upfront + $250/mo for single

$1,500 upfront + $350/mo for couples

*Rates are calculated based on complexity.


Available Service Options

  • Create Your Financial Roadmap

  • Payoff Debt

  • How To Budget

  • The Best Credit Card For You

  • Review Stock Options

  • To Buy or To Rent?

  • College Funds

  • Retirement Planning

  • Student Loans

  • Investment Management

  • How To Maximize Company Benefits

  • Are You Under or Over Insured?

  • Tax Strategies

  • Estate Planning