Services & Fees

Services & Fees

If you've ever questioned: 

"Am I on the right track financially?"

We offer two distinct service models that are designed to help you clarify, simplify, and organize your financial life.

Ongoing Financial Planning

Ongoing Financial Planning clients see the value in a long-term collaborative relationship with an experienced financial planner to take a comprehensive approach to defining goals, analyzing options, making informed decisions, and implementing strategies to achieve their financial goals.

  • Goals Visualization
  • Coordinated Investment Advice
  • Skillful Tax Planning
  • Worry-Free Retirement Planning
  • Risk Management- Are you over/under insured
  • Lifestyle Spending Review
  • Proactive Estate Planning
  • Open-Door Policy

What you can expect:

During the initial year, clients can expect to participate in 3-6 planning meetings, depending on their specific situation and preferences. Subsequent years consist of 3-4 meetings. Meetings are conducted both in person and virtually.


Project-Based

Project-Based clients seek targeted solutions to specific goals or situations.

With this service, you work with us on a limited basis to seek guidance on the most appropriate solutions for their circumstances and goals, which can include:

  • Cash Flow Projections
  • College Planning
  • Investment Strategy (one-time)
  • Insurance Review
  • Tax Planning
  • Student Loan Consultation

What you can expect:

Project-Based clients receive guidance, advice, and service related to their specifically defined needs and concerns.

Service and support is provided only as it related to the work performed and scope of engagement, determined at the onset of the relationship. Additional services may be provided as requested.


If you've ever questioned: 

"Am I on the right track financially?"

We offer two distinct service models that are designed to help you clarify, simplify, and organize your financial life.

Ongoing Financial Planning

Ongoing Financial Planning clients see the value in a long-term collaborative relationship with an experienced financial planner to take a comprehensive approach to defining goals, analyzing options, making informed decisions, and implementing strategies to achieve their financial goals.

  • Goals Visualization
  • Coordinated Investment Advice
  • Skillful Tax Planning
  • Worry-Free Retirement Planning
  • Risk Management- Are you over/under insured
  • Lifestyle Spending Review
  • Proactive Estate Planning
  • Open-Door Policy

What you can expect:

During the initial year, clients can expect to participate in 3-6 planning meetings, depending on their specific situation and preferences. Subsequent years consist of 3-4 meetings. Meetings are conducted both in person and virtually.


Project-Based

Project-Based clients seek targeted solutions to specific goals or situations.

With this service, you work with us on a limited basis to seek guidance on the most appropriate solutions for their circumstances and goals, which can include:

  • Cash Flow Projections
  • College Planning
  • Investment strategy (one-time)
  • Insurance Review
  • Tax Planning
  • Student Loan consultation

What you can expect:

Project-Based clients receive guidance, advice, and service related to their specifically defined needs and concerns.

Service and support is provided only as it related to the work performed and scope of engagement, determined at the onset of the relationship. Additional services may be provided as requested.