Based on Your Needs
While we believe that everyone can benefit from having their personalized financial plan, we also know that everyone has different needs, desires, goals, and pricing points that work for them.
Please understand your actual pricing depends on your needs and the complexity of your plan. For the most accurate pricing, please reach out.
Flexible Pricing
One-Time Limited Financial Review
One-Time Comprehensive Financial Plan
Select financial planning topic(s) that are of utmost importance to you. Perfect for younger and DIY folks who are starting out and want a quick check to ensure they are on the right path.
Ongoing Planning & Wealth Management
College Planning
Student Loan Repayment Strategy
Retirement Review
Estate Planning
Risk Mitigation & Insurance Review
Tax Planning Review
Cashflow Planning
Debt Management Strategy
College Planning
Student Loan Repayment Strategy
Retirement Review
Estate Planning
Risk Mitigation & Insurance Review
Tax Planning Review
Cashflow Planning
Debt Management Strategy
Risk Assessment
Investment Review & Recommendations
Everything under Comprehensive Plan +
Regular reviews/meetings
Ongoing support
Business Planning
Real Estate Analysis & Planning
Asset Purchase / Disposition
Wealth Management Services
Traditional Investments
SRI/ESG Portfolios
Faith-based Holdings
Full financial plan review covering all major topics without long-term obligations. Perfect for DIY folks who want an occasional check-in. This option does not include ongoing or implementation support.
Full financial plan development and ongoing support, implementation, and account monitoring. Perfect for those who would rather not go at it alone.
*For clients who want ongoing services without wealth management, we offer monthly subscription payment option. For those that wish to leverage wealth management we bill on AUM (assets under management) model. For specific fees that may apply to your situation, please reach out. Topics covered during our ongoing relationship depend on client needs and listed above are just examples that may apply to you.
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