Financial Planning

Financial Planning Services

Personal Financial Planning

You’ll receive a written comprehensive financial plan – a blueprint to help you reach your financial goals. Then we’ll help you implement it. You will receive recommendations on how to:

Save for Your Life Goals and Dreams

We’ll use the 3 Kinder questions to draw out what’s truly important to you. Then we’ll develop a blueprint.

Optimize Your 401k, IRA & Investment Accounts

We’ll apply the 3 building blocks of investing: smart diversification, match risk tolerance, and lower cost.

Lower Taxes

We’ll consider using tax-advantaged vehicles like Roth/Backdoor Roth, HSA, Roth and After-Tax 401k.

Pay Off Student Loans and Other Debt

We’ll look into Public Service Loan Forgiveness; refinancing; or using the debt snowball method.

Retire Early

We’ll make retirement projections so you can be on track to live your lifestyle after retirement.

Saving for College or Your Child's Education

We’ll advise you on the right 529 plan, amount and investment choices.

What you Get

You will receive the following:

7 Step Financial Planning Process

We follow the Certified Financial Planner Board of Standard’s seven-step process in creating your personalized Financial Plan:

Pricing

Annual Advisory Fee

Individuals

$3,000 – $4,800

($250 to $400/month)

Couples

$4,200 – $7,200

($350 to $600/month)

Financial Planning