Strategic Financial Plan

The Financial Plan is your road map. Your financial planner is your guide.

The Strategic Financial Plan enables clients to choose up to three financial areas on which to focus and receive customized advice and recommendations. The most common areas are cash flow, home affordability and retirement. This plan includes two in-person (or virtual) meetings and one month of unlimited phone and email access. The flat fee for this plan is $4,500.

OUR FINANCIAL SERVICES

Global
Financial Plan

The Global Financial Plan is ideal for clients who want to integrate comprehensive financial planning with their existing asset manager, insurance agent and tax persons...
Learn more

Comprehensive
Financial Plan

The Comprehensive Financial Plan includes everything in your life with a dollar sign, and while the numbers form the foundation for the plan, it is your goals and values that drive the recommendations...
Learn more

Strategic
Financial Plan

The Strategic Financial Plan enables clients to choose up to three financial areas on which to focus and receive customized advice and recommendations...
Learn more

One Page
Financial Plan

The One Page Financial Plan tackles your most pressing financial issues in a real-time 90 minute financial planning session...
Learn more

Financial
Alignment

Periodic updates to the financial plan for all clients who have completed the planning process. $500 each session.
Learn more

Ongoing
Coaching

This gives clients unlimited email/phone access, as well as one 60 minute coaching session every six months where we review goal progress, investments, retirement allocations and get any financial questions answered...
Learn more

Subscribe to my newsletter below to receive

Top 10 Financial Tips for COUPLES

Latest from the blog

Is it time to buy an EV?

Tesla, Tesla, Tesla, Rivian, etc… Electric cars seem to be everywhere now. Many families are considering electric cars (EVs) because they are better for the

What do you want?

I just read Luke Burgis’ “Wanting”, which is excellent (and a little heavy), and I wanted to share with you some ideas to think about

Subscribe to my newsletter below to receive

Top 7 Financial Tips for ParentS