Our Financial Planning Process

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.

We work together through series of meetings to deliver a comprehensive plan to guide you through your financial journey.

Financial Planning Action Steps

Meeting 1: Discovery Session

Complimentary

Review the planning process.
Discuss your goals and fees associated with working together.
Determine if we are a good fit for one another.

Meeting 2: strategy & Solutions

Refine short/long term goals.
Review cash flow.
Review assets and liabilities.
Assess risk tolerance and insurance.

Meeting 3: Action & Review Session

Presentation of consolidated written financial plan.
Implement your custom plan.
Consolidate accounts.

Ongoing Meetings

On-going meetings to track your progress.
Adjust the plan as needed.
Update suitability per SEC requirements

How We Charge

Fee-Only Financial Planning

Starting at $3,500 annually

After the initial discovery meeting, we will provide you with a fee proposal customized to your planning needs.

Advisory Asset Management Fees

*May vary depending on household

Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

Additional Advice-Based Options

Qualified Plan (401k & 403b) Advisement

Starting at $750 per year

Hourly Services

Starting at $250 per hour

Schedule a Consultation

Schedule Now

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

Our Process