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Financial Planning

How We Work

We understand that true financial planning is so much more than simply preparing for retirement. We help you define the purpose behind your money so you can expand your vision of what is possible in life. Then we build on that vision to create and implement a financial plan to help you meet your goals.

Our process is a continuous journey. We’ll meet regularly to discuss your plan and make adjustments as the market and your situation changes. Along the way, we’ll continue to challenge you to reach greater heights for a truly meaningful life.

What to Expect:

Complimentary Consultation without an obligation.

We will mutually determine if we are the right fit for you. Even if it's not a good fit, you'll leave this conversation with an action plan and some next steps. 

This call helps us understand your current financial situation, future goals, challenges, and opportunities. You will answer questions like:

  • What is foremost on your mind?
  • What does retirement look like to you?
  • Do you currently have a retirement plan?
  • And more...

Our goal is to learn more about your financial goals, the purpose of your money, your monthly expenses and more...

By learning even more about you through our risk and wealth plan assessment, we'll analyze your current financial situation, future goals, and ways we can help you get where you want. We'll apply almost two decades of experience, thousands of hours of training, research, and expertise to begin creating your financial roadmap.

If it is mutually agreeable that we are a good fit for you, there is a one time fee for a comprehensive financial plan:

  • Foundational Plan = $1,500
  • Full View = $2,500
  • High-Earner Tax Plan = $300

Foundational Planning

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Full View

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High-Earner Tax Plan

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