Services
Compare Our Offerings
(each offering includes a complimentary consultation)
Money Mastery
Onetime Fee:
$749
(income < 250k)
$1,495
(income > 250k)
Plan
Onetime Fee:
$2,950
Plan & Invest
Onetime Fee:
$1,495
Monthly Fee:
$200/ month*
(*waived for accounts >$500k)
Annual Assets Under Management Cost:
0.6% to 2%
(based on amount invested & strategy chosen)
What’s Included:
Financial Resources
- Dedicated CFP® Professional
- Client Portal
- 90 Day Engagement
Cash Flow Analysis
- Cash Flow Analysis
- Budget Support
Planning
- Goal Planning
Everything in Money Mastery Plus:
Financial Resources
- 120 Day Engagement
Planning
- Retirement Planning
- Social Security Planning
- Education Planning
Risk Management Analysis
- Life Insurance Review
- Disability Insurance Review
- Long Term Care Insurance Review
Investments
- Portfolio Recommendations
Everything in Plan Plus:
Financial Resources
- Ongoing Meetings
Implementation & Accountability
- Investment Management
- Insurance Solutions
Collaboration With Your Attorney & CPA
- Tax Planning
- Estate Planning
- Medicaid Planning
Money Mastery
Onetime Fee:
$749
(income < 250k)
$1,495
(income > 250k)
What’s Included:
Financial Resources
- Dedicated CFP® Professional
- Client Portal
- 90 Day Engagement
Cash Flow Analysis
- Cash Flow Analysis
- Budget Support
Planning
- Goal Planning
Plan
Onetime Fee:
$2,950
Everything in Money Mastery Plus:
Financial Resources
- 120 Day Engagement
Planning
- Retirement Planning
- Social Security Planning
- Education Planning
Risk Management Analysis
- Life Insurance Review
- Disability Insurance Review
- Long Term Care Insurance Review
Investments
- Portfolio Recommendations
Plan & Invest
Onetime Fee:
$1,495
Monthly Fee:
$200/ month*
(*waived for accounts >$500k)
Annual Assets Under Management Cost:
0.6% to 2%
(based on amount invested & strategy chosen)
Everything in Plan Plus:
Financial Resources
- Ongoing/ Quarterly Meetings
Implementation & Accountability
- Investment Management
- Insurance Solutions
Collaboration With Your Attorney & CPA
- Tax Planning
- Estate Planning
- Medicaid Planning
Plan
Have you been meaning to create a plan so you can achieve the financial goals you desire? Based on your needs, goals, and aspirations, we’ll work together to provide you with a clear picture of your financial life, and action items you can take so you and those you care about live your desired lifestyle.
How It works


Dive In Deep
We will take a deep dive into your financial details so we can get a comprehensive picture of your financial life. Our collaborative relationship begins by learning what is important to you and uncovering short- and long-term goals you are most passionate about, and where you are in relation to achieving them.


Analyze
We’ll analyze your complete picture and provide you with a better understanding of your current financial situation in an easy-to-understand format.


State of Union
In our next meeting, we deliver a State of the Union for your finances. This address is a complete account of what we have discovered, and when we will begin to identify opportunities for improvement.


Accountability Meeting
We’ll meet a month later to have our final meeting to assess your progress and provide suggestions to help you keep going in the right direction.
Plan Benefits

Client Portal
You will have access for 120 days to a secure portal, that connects to your accounts and shows your paths to your goals, and how you are progressing toward them.

Equipped for Success
You’ll understand your financial situation in a clear financial manner, so you are better prepared to meet your life goals.

Security
Stay on track with your goals, so you can feel more secure about your financial future.

Stress-Free Life
Live the lifestyle you desire without stress!
How We Are Paid
Each client situation is unique, so not every fee or commission will apply in every situation. We are fiduciaries with all of our clients, which means we put your interests first, and will never put our compensation ahead of achieving your financial goals. Rest assured you will be informed in advance of any charge or change to your payment structure.
One-time Fee
A one-time fee is charged for services provided. We charge a one-time fee for the initial creation of a financial plan.
Monthly Fee
We often use a monthly fee model for ongoing services after a financial plan has been created. These ongoing services may include coaching and monitoring progress toward goals.
Asset Fee
An Assets Under Management (AUM) fee is calculated based on the total assets we manage for you.
Commissions
There can be commissions based on the purchase/sale of a specific solution, such as a security, annuity, or insurance policy.
It’s Easy To Get Started!
