Financial Planning

Financial Planning

We help you identify your goals, find the best road(s) to take, provide you with the best tools and resources, and estimate how long it will take to reach your goal. We offer a variety of different platforms to meet your needs. All financial planning services are offered for a flat fee.

Comprehensive Planning includes the following reports:

  • Net Worth
  • Balance Sheet
  • Cash Flow Management
  • Retirement Planning
  • Debt Management
  • Estate Planning Overview
  • Investment Portfolio Review and Analysis
  • Personal Risk Management: life, disability, and income protection planning
  • Tax Planning
  • College/Higher Education Planning
  • Employee Benefits Analysis

Financial Coaching — 6 or 12 sessions

Flat Annual Retainer

Hourly Rate Services